April 4, 2019
Natixis Investment Managers releases the 2019 Defined Contribution Survey, revealing that three-quarters of American workers who contribute to their workplace retirement savings plans are confident they’ll be financially secure for retirement. They have also set their savings bar too low.
April 2, 2019
Natixis Investment Managers and Barron's Group Custom Studio announced they will host a series of Exchange events in New York, London, and Hong Kong. The events will convene thought leaders to debate the economic and geopolitical trends that are reshaping business, society, and investing.
March 8, 2019
Natixis Investment Managers announced that three funds managed by Natixis-affiliated firms AlphaSimplex Group and Loomis, Sayles & Company earned 2019 US Lipper Fund Awards from Refinitiv. The funds were recognized for consistently strong risk-adjusted performance relative to peers during an annual ceremony held on March 7 in New York.
Feb. 28, 2019
Natixis, the parent company of Natixis Investment Managers, announced that it has adopted the United Nations Women’s Empowerment Principles, which is the result of collaboration between UN Women and the UN Global Compact, an international initiative to support sustainable development. The endorsement further enhances Natixis’ initiatives to promote gender equity and bolsters Natixis Investment Managers’ commitment to support the progression of diverse and inclusive workplaces.
Jan. 3, 2019
Natixis Investment Managers announced the launch of the Mirova International Sustainable Equity Fund (MRVYX), an international equity mutual fund which utilizes Mirova’s sustainable investing experience. The Mirova International Sustainable Equity Fund is an all-cap international equity fund that seeks long-term capital appreciation and also seeks to maximize exposure to companies with a positive impact on the United Nations’ Sustainable Development Goals, while avoiding companies whose activities or products have a negative impact on or create risk to achieving such goals.
Dec. 13, 2018
Natixis Investment Managers announces the launch of Flexstone Partners, a global private equity manager that brings together three of Natixis Investment Managers’ existing private equity affiliates: Euro-PE, Caspian Private Equity and Eagle Asia to provide investors with access to a truly global and highly active approach to private equity. Eric Deram, previously Founder and Managing Partner of Euro-PE, has been appointed as the CEO of Flexstone Partners.
Dec. 5, 2018
Natixis Investment Managers’ Center for Investor Insight surveyed 500 institutional investors around the world on their market outlook and asset allocation plans for 2019. The survey found that investors anticipate more turbulent times ahead but feel prepared to handle the risks in 2019.
Nov. 16, 2018
Natixis Investment Managers announced findings from the 2018 Global Individual Investor Survey assessing investor sentiment and behavior ten years after the financial crisis and a subsequent record bull market.
Nov. 15, 2018
McDonnell Investment Management, LLC will be combined with Loomis, Sayles & Company, L.P. in early 2019, both firms announced today. Both companies are affiliates of Natixis Investment Managers. Based outside Chicago, McDonnell specializes in municipal and taxable bond strategies and manages $11.7 billion in assets. This combination will provide McDonnell clients with an enhanced offering backed by Loomis Sayles’ expansive investing, research and operational capabilities.
In the News
Barron’s, Dec. 21, 2018
The reopening of Oakmark International Fund could be fortuitous timing for investors seeking bargain hunters to pick through the recent market carnage.
Citywire, Dec. 5, 2018
David Herro, manager of Oakmark International Fund, is included in an article assessing the performance of Morningstar’s 2009 international equity Manager of the Decade award recipients.
Investor's Business Daily, Nov. 5, 2018
Natixis U.S. Equity Opportunities Fund received a 2018 Best Mutual Funds Award from IBD. Co-manager Colin Hudson from Natixis-affiliate Harris Associates is interviewed.
Investment Innovation Institute, Oct. 31, 2018
Kathryn Kaminski, chief research strategist and portfolio manager at AlphaSimplex Group, discussed trend-following strategies as a risk-mitigation tool.
Barron's, June 11, 2018
Elaine Stokes, co-manager of Loomis Sayles Bond Fund, discussed where she sees opportunities in a challenging market for bonds.
Global Management Committee
Awards and Recognition
Three Natixis-affiliated Funds earned Lipper Fund Awards from Refinitiv 2019 in the US.1
- ASG Tactical U.S. Market Fund, A Class [USMAX] – Ranked best fund based on 54 eligible US funds (127 share classes) for the five-year period ending November 30, 2018, for the Alternative Long/Short Equity Funds category.
- Loomis Sayles Global Allocation Fund, Y Class [LSWWX] – Ranked best fund based on 57 eligible US funds (154 share classes) for the 10-year period ending November 30, 2018, for the Flexible Portfolio Funds category.
- Loomis Sayles Limited Term Government and Agency Fund, Y Class [NELYX] – Ranked best fund based on 10 eligible US funds (21 share classes) for the 10-year period ending November 30, 2018, for the Short-Intermediate US Government Funds category.
2018 Boston CIO of the Year® ORBIE® Award Recognition
In June 2018, the Boston CIO Leadership Association recognized George Marootian, head of technology for US Distribution at Natixis Investment Managers, as winner of the 2018 CIO of the Year® ORBIE® Award for the Global category. The CIO of the Year ORBIE Award honors chief information officers who have demonstrated excellence in technology leadership, according to an independent peer review process led by prior ORBIE recipients.
SMITH’s All-Star Analysts
McDonnell Investment Management’s highly experienced and team-oriented research continues to differentiate the firm from its peers as further demonstrated by SMITH’s 2018 Municipal All-Star Program announcement. SMITH’s Municipal All-Star Program provides recognition in the municipal space based on a firm’s research capabilities and not on product performance. Members of Smith’s Blue Ribbon Ballot Committee nominate what they believe to be the nation’s leading municipal analysts to the ballot. The final ballot is sent out to 1,000 institutional investors for voting. Only institutional investors can vote. SMITH’s Municipal All-Star Program includes sell-side and buy-side firms, rating agencies, and independent research analysts. Six investment professionals at McDonnell were acknowledged for their research contributions:
- Brad Mincke, Managing Director and Co-head of Research, was selected for the Buyside Director of Research and Higher Education Bonds categories.
- Kelly Cruse, Managing Director and Senior Fixed Income Analyst, was selected for the Water & Sewer Revenue Bonds category.
- James LeBuhn, Vice President and Senior Fixed Income Analyst, was selected for the Hospital Bonds (Stand-Alone & Systems) category.
- Bedford Lydon, Vice President and Senior Fixed Income Analyst, was selected for the Transportation Revenue Bonds – Toll Roads category.
- Derek Endsley, Senior Fixed Income Analyst, was selected for the Rising All-Stars category.
- Ryan Friend, Fixed Income Analyst, was selected for the Power Utility Bonds category.
Most Generous Employees2
Natixis Investment Managers (formerly Natixis Global Asset Management) was recognized by the Boston Business Journal as having the most generous employees for the seventh consecutive year.
Largest Charitable Corporation2
Natixis Investment Managers (formerly Natixis Global Asset Management) was named among the top charitable corporations by the Boston Business Journal, placing 40th out of 100 firms.
Community, Sponsorship, Recognition
Assistant Vice President
1 Lipper Fund Classification Awards (2019): 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, and not necessarily indicative of, future results. From Lipper Fund Awards from Refinitiv, © Refinitiv. All rights reserved. Used under license. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. www.lipperfundawards.com
2 In September 2018, 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 (formerly Natixis Global Asset Management) and its Boston-based associates earned the following accolades: Named a 2018 Largest Corporate Charitable Contributor (40th out of 100 firms with $1.8 million charitable donations), and the Most Generous Employees distinction (average $1,257 donation per Boston-based associate).