June 30, 2020
Natixis Investment Managers and WCM Investment Management announced that five new WCM US equity and international equity strategies are now available to financial advisors and their clients through retail separately managed accounts (SMAs).
June 29, 2020
Natixis Investment Managers’ survey of US financial professionals finds remarkable optimism about the future of the financial advice business and its potential for organic growth.
June 23, 2020
Active Index Advisors (AIA) will offer its customizable investment strategies through UBS Wealth Management USA’s separately managed account (SMA) pricing strategy.
June 15, 2020
Natixis Investment Advisors selected as tax overlay manager for Gitterman’s new models in order to achieve after-tax returns that may benefit from significant outperformance.
June 15, 2020
Financial professionals across the globe participated in the Natixis Investment Managers 2020 Global Financial Professionals Survey to share their market outlook. Advisors expressed optimism for the second half of the year, but they expect more volatility ahead.
May 19, 2020
In Natixis Investment Managers’ recent survey, institutional investors believe they have an important role to play in addressing the world’s most pressing challenges.
December 16, 2019
After a year of double-digit equity returns and strong performance for bonds, investment experts from across the Natixis organization are keeping an eye on the uncertainties around the US presidential election cycle and elevated asset prices, according to the Natixis Strategist 2020 Outlook, published today by the Natixis Investment Institute.
Dec. 4, 2019
Despite record highs in major market indexes around the world, institutional investors are apprehensive about market prospects for 2020, according to Natixis Investment Managers global survey of institutional investors. Increased volatility is a top portfolio concern, yet institutional investors aren’t making big changes to their portfolios.
October 28, 2019
Natixis Investment Managers announced that 10 Natixis model portfolios, designed exclusively for use by Merrill Lynch Wealth Management clients and advisors, have been added to the Merrill Lynch Investment Advisory Program. Clients and advisors now have access to the Natixis Tactical Core Models and Natixis Tactical Core Tax Aware Models, which are hybrid portfolios that utilize Natixis’ investment affiliate network along with third party active managers to build a strategic allocation and express tactical tilts through exposure to Exchange Traded Funds.
In the News
Barron’s, May 13, 2020
Mutual Fund Profile features Mike Trigg and Paul Black, co-portfolio managers of the WCM Focused International Growth Fund.
Investor’s Business Daily, April 27, 2020
Profile of Aziz Hamzaogullari and the Loomis Sayles Growth Fund.
Citywire Professional Buyer, December 19, 2019
Eileen Riley, portfolio manager for Loomis Sayles Global Allocation Fund, ranked #11 in Citywire’s list of the top 20 female portfolio managers in the US.
Wall Street Journal, November 23, 2019
Profile of Dan Fuss, leading bond manager at Loomis Sayles, and Loomis’s succession plans for the manager.
InvestmentNews, November 18, 2019
Shannon O’Mara of Loomis Sayles was included among a list of female industry executives and financial advisers honored by InvestmentNews as distinguished leaders at their firms and for advancing the business of providing advice to other women.
New York Times, September 29, 2019
Natixis Sustainable Future Funds were selected as the default ESG investment option for Northeast Clean Energy Council’s 401(k) retirement plan.
InvestmentNews, August 5, 2019
Natixis Investment Managers was named a Diversity Champion finalist in the 2019 Excellence in Diversity & Inclusion Awards.
Global Management Committee
Awards and RecognitionRefinitive Lipper Fund Awards 2020 (US): WCM Investment Management and Natixis-affiliated Funds earned accolades.1
- WCM Investment Managers – Ranked Best Asset Class Group for the three-year period ending November 30, 2019, in the Equity Small Company category.
- Gateway Fund, Y Class [GTEYX] – Ranked best fund based on 22 eligible US funds (67 share classes) for the three-year period and best fund based on 18 eligible US funds (60 share classes) for the five-year period ending November 30, 2019, for the Alternative Equity Market Neutral Funds category.
- Loomis Sayles Global Allocation Fund, Y Class [LSWWX] – Ranked best fund based on 157 eligible US funds (454 share classes) for the three-year period and best fund based on 60 eligible US funds (162 share classes) for the ten-year period ending November 30, 2019, for the Flexible Portfolio Funds category.
- WCM Focused Emering Markets Fund, Institutional Class [WCMEX] – Ranked best fund based on 187 eligible US funds (608 share classes) for the three-year period ending November 30, 2019, for the Emerging Markets Funds category.
- WCM International Small Cap Growth Fund, Institutional Class [WCMSX] – Ranked best fund based on 56 eligible US funds (168 share classes) for the three-year period ending November 30, 2019, for the International Small/Mid-Cap Growth Funds category.
Most Generous Employees2
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the eighth consecutive year.
Largest Charitable Corporation2
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 54th out of 105 firms.
Community, Sponsorship, Recognition
Director, Public Relations
1 Refinitive Lipper Asset Class Group Awards (US): Lipper Equity Small Cap Group Award (2020) eligibility requires that the fund group have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset – and each have at least 36 months of performance history ending at November of the evaluation year. For funds with multiple share classes, Lipper selects the share class with the best Lipper Leader score as the basis for the award winner for demonstrating consistently strong risk-adjusted returns during the three-year period compared with peers. Asset class group award winner is based on the lowest average decile rank of three years’ Consistent Return (Effective Return) measure. Past performance is no guarantee of future results. Refinitiv Lipper Fund Awards (US): For funds with multiple share classes, Lipper selects the share class with the best Lipper Leader score as the basis for the award winner for demonstrating consistently strong risk-adjusted returns compared with peers. The highest Lipper Leader for Consistent Return (Effective Return) value determines the fund classification winner for each period. Lipper classification awards are given for the 3-, 5-, and 10-year periods and do not include the effect of sales charges. Past performance is no guarantee of future results.
2 In September 2019, the Boston Business Journal hosted its annual BBJ Corporate Citizenship Summit that convened business leaders on the topics of corporate philanthropy and social responsibility. Natixis Investment Managers and its Boston-based associates earned the following accolades: Named a 2019 Largest Corporate Charitable Contributor (54th out of 105 firms with $1.2 million charitable donations), and the Most Generous Employees distinction (average $1,179 donation per Boston-based associate).