Natixis Model Portfolios Added to UBS’s Separately Managed Accounts Platform

May 5, 2021
Natixis Investment Managers today announced that five of its model portfolios, designed exclusively for clients of UBS Wealth Management USA (UBS), have been added to UBS’s ACCESS platform.

  • May 5, 2021
ESG Investing Reaches Critical Mass; Ongoing Momentum Depends on What’s Driving the Demand, Finds Natixis Investment Managers Survey

April 22, 2021
Natixis Investment Managers gathered findings from professional investors surveyed across the globe about the issues that drive their decisions on ESG investing. The full results were released today.

  • April 22, 2021
Natixis Investment Managers Launches Mirova US Climate Ambition SMA

April 20, 2021
Natixis Investment Managers (Natixis) today announced the Mirova US Climate Ambition Equity investment strategy is now available to financial advisors and their clients through retail separately managed accounts (SMAs). The strategy is managed by Mirova, an affiliate of Natixis and a global leader in impact investing.

  • April 20, 2021
Natixis Investment Managers Partners with Two Charter Schools in Boston and San Francisco

April 15, 2021
Natixis Investment Managers has added the Academy of the Pacific Rim and the Life Learning Academy charter schools to its philanthropic program a part of the firm’s long-standing commitment to support its local communities and support its broader efforts to increase diversity in the financial services industry.

  • April 15, 2021
Natixis Appoints Tim Ryan Member of the Senior Management Committee in Charge of Asset & Wealth Management

April 6, 2021
Tim Ryan is appointed member of the Natixis senior management committee in charge of Asset & Wealth Management, and CEO of Natixis Investment Managers, effective April 12th. He will succeed Jean Raby who has decided to pursue a new professional opportunity.

  • April 6, 2021
Natixis Investment Managers Affiliated Funds Earn 2021 US Refinitiv Lipper Fund Awards

March 11, 2021
Natixis Investment Managers announced today that several of its affiliate investment managers earned 2021 US Refinitiv Lipper Fund Awards. Natixis Advisors; WCM Investment Management; Vaughan Nelson Investment Management; Loomis, Sayles & Company; Gateway Investment Advisers; and Harris Associates were recognized for long-term performance.

  • March 11, 2021
Model Portfolios on the Rise as Financial Advisory Firms Emphasize Client Experience, Finds Natixis Survey

February 18, 2021
Natixis Investment Managers announces today the findings of its 2021 Global Survey of Fund Selectors in a report titled, “Headed for the light: Fund selectors project a risky 2021 but see opportunity on the horizon”.

  • February 18, 2021
Natixis Investment Managers First to Gain Approval for Custom Baskets in Active Semi-transparent ETFs

February 9, 2021
Natixis Investment Managers has received approval from the SEC for the use of custom baskets in actively managed semi-transparent exchange-traded funds as part of an ongoing commitment to product innovation and enhancement in the ETF market that benefits investors.

  • February 9, 2021
Natixis Investment Managers Announces AIA® Racial Equity Portfolios

January 14, 2021
Active Index Advisors® has launched AIA Racial Equity Investment Portfolios, which seek to identify companies that promote diversity, equity and inclusion – and avoid or divest from companies that cause, contribute to, exploit or profit from racial injustice.

  • January 14, 2021

Additional Spokespeople

Matthew F. Coldren, AIF®

Executive Vice President, Financial Institutions Group
Natixis Investment Managers – US Distribution

Full Bio

Esty Dwek

Head of Global Market Strategy, Dynamic Solutions
Natixis Investment Managers

Full Bio

Edward Farrington, AIF®

EVP, Institutional and Retirement
Natixis Investment Managers — US Distribution

Full Bio

Tracey E. Flaherty

Senior Vice President, Global Head of Corporate Social Responsibility and Public Affairs
Natixis Investment Managers

Full Bio

Dave Goodsell

Executive Director, Natixis Center for Investor Insight
Natixis Investment Managers – US Distribution

Full Bio

Marina Gross

Executive Vice President & Portfolio Manager
Natixis Advisors

Full Bio

Robert M. Hussey

Executive Vice President, Advisory & Institutional Sales
Natixis Investment Managers – US Distribution

Full Bio

Jack Janasiewicz, CFA®

Senior Vice President, Portfolio Strategist and Portfolio Manager
Natixis Advisors

Full Bio

George Marootian

Executive Vice President, Head of Technology
Natixis Investment Managers – US Distribution

Full Bio

Garrett Melson, CFA®

Portfolio Strategist
Natixis Advisors

Full Bio

Curt Overway, CFA®

President and Portfolio Manager
Managed Portfolio Advisors® and Active Index Advisors®

Full Bio

Awards and Recognition

Citywire Gender Diversity Awards 2020Citywire Gender Diversity Awards 2020: Natixis Investment Managers and Loomis, Sayles & Company recognized among fund management groups for making progress in the representation of women and gender diversity practices.1

  • Natixis Investment Managers – Winning asset management company for the Regional Leader US (50-100 managers) category.
  • Loomis, Sayles & Company – Winning asset management company for the Regional Leader US (20-50 managers) category.

InvestmentNews’ Excellence in Diversity & Inclusion Awards 2020InvestmentNews’ Excellence in Diversity & Inclusion Awards – Natixis Investment Managers was celebrated as a Diversity Champion finalist at InvestmentNews’ annual event held on October 21, 2020, to recognize individuals, advisory firms, industry partners and institutions for their dedication to diversity and inclusion initiatives.


Investor's Business Daily's Best Mutual Funds 2021 Awards: Harris Associates, Loomis Sayles, Natixis Funds, and Vaughan Nelson funds recognized for outperforming their benchmark indexes over the last one-, three-, five- and 10-year periods as of December 31, 2020.2

Growth Stock: 307 out of 506 funds with 10-year track records recognized
  • Natixis US Equity Opportunities Fund, Class A [NESFX]
  • Loomis Sayles Growth Fund, Class Y [LSGRX]
  • Loomis Sayles Small Cap Growth Fund, Institutional Class [LSSIX]
International: 279 out of 585 funds with 10-year track records recognized
  • Vaughan Nelson International Small Cap Fund, Institutional Class [ADVLX]
  • Oakmark Global Fund, Investor Class [OAKGX]
International Bond: 12 out of 70 funds with 10-year track records recognized
  • Loomis Sayles Global Bond Fund, Institutional Class [LSGBX]
Large Cap: 184 out of 700 funds with 10-year track records recognized
  • Natixis US Equity Opportunities Fund, Class A [NEFSX]
  • Loomis Sayles Growth Fund, Class Y [LSGRX]
Small Cap: 68 out of 330 funds with 10-year track records recognized
  • Loomis Sayles Small Cap Growth Fund, Institutional Class [LSSIX]
U.S. Diversified: 318 out of 1,286 funds with 10-year track records recognized
  • Natixis US Equity Opportunities Fund, Class A [NEFSX]
  • Loomis Sayles Growth Fund, Class Y [LSGRX]
  • Loomis Sayles Small Cap Growth Fund, Institutional Class [LSSIX]
U.S. Taxable Bond: 174 out of 668 funds with 10-year track records recognized
  • Loomis Sayles Core Plus Bond Fund, Class A [NEFRX]
  • Loomis Sayles High Income Opportunities Fund, Institutional Class [LSIOX]
  • Loomis Sayles High Income Fund, Class A [NEFHX]
  • Loomis Sayles Investment Grade Bond Fund, Class Y [LSIIX]

Refinitiv Lipper Fund Awards 2021 (US): Harris Associates, Gateway, Loomis Sayles, Natixis Advisors, Vaughan Nelson and WCM funds earned accolades.3

  • WCM International Small Cap Growth Fund, Institutional Class [WCMSX] – Ranked best International Small/Mid-Cap Growth Fund out of 55 eligible US funds (180 share classes) over the three-year period and out of 48 eligible US funds (142 share classes) over the five-year period ending November 30, 2020.
  • Vaughan Nelson International Small Cap Fund, Institutional Class [ADVLX] – Ranked best International Small/Mid-Cap Core Fund out of 14 eligible US funds (40 share classes) over the three-year period and out of 14 eligible US funds (36 share classes) over the five-year period ending November 30, 2020.
  • Natixis Sustainable Future 2015 Fund, Class N [NSFBX] – Ranked best Mixed-Asset Target 2015 Fund over the three-year period ending November 30, 2020 out of 28 eligible US funds (91 share classes).
  • Natixis Sustainable Future 2020 Fund, Class N [NSFDX] – Ranked best Mixed-Asset Target 2020 Fund over the three-year period ending November 30, 2020 out of 39 eligible US funds (147 share classes).
  • Loomis Sayles High Income Opportunities Fund, Institutional Class [LSIOX] – Ranked best High Yield Fund over the 10-year period ending November 30, 2020 out of 89 eligible US funds (276 share classes).
  • Gateway Fund, Class Y [GTEYX] – Ranked best Alternative Equity Market Neutral Fund over the five-year period ending November 30, 2020 out of 15 eligible US funds (43 share classes).
  • Oakmark International Fund, Investor Class [OAKIX] – Ranked best International Multi-Cap Value Fund over the 10-year period ending November 30, 2020 out of 30 eligible US funds (82 share classes).

BBJ Most Generous Employees 2020
Most Generous Employees4
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the ninth consecutive year.




BBJ Largest Corp Charitable Contributors 2020
Largest Charitable Corporation3
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 51st out of 107 firms.

Media Contacts

North America
Ted Meyer
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General Inquiries, Funds, Solutions, Research, Retirement
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Community, Sponsorship, Recognition
Crystal Sullivan
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617-449-2126
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The Newsroom contains information about Natixis Investment Managers and its affiliates from around the world. Not all affiliates, products or services referenced in this area are available in the United States. Nothing in this area is intended to be an offer or solicitation of products or services in any jurisdiction.

1 On December 9, 2020, Citywire held its inaugural Gender Diversity Awards ceremony to recognize the progress made by fund management groups in the representation of women and gender diversity practices. Firms across Europe, Asia and the US were considered in 16 categories by a judging panel, based on data from Citywire’s September 2020 Alpha Female report.

2 Investor's Business Daily's Best Mutual Funds 2021 Awards recognized funds that outperformed their benchmark index as of December 31, 2020. IBD considered all the funds in the Morningstar universe that had a track record of at least 10 years and identified those that beat their benchmark for the latest one-year, three-year, five-year and 10-year periods. IBD compared the performance of 3,525 funds that have been around for at least 10 years and found that 877 beat their benchmark index in those four periods. Funds in 12 categories qualified.

3 Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Methodology: The merit of the winners is based on objective, quantitative criteria. The influential and prestigious Refinitiv Lipper Fund Awards are based on the Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on Refinitiv Lipper’s proven proprietary methodology, which can be viewed here.

Loomis Sayles High Income Opportunities Fund does not pay any advisory, administration or distribution and service fees. Shares of the fund are currently offered exclusively to investors in certain wrap fee programs or other institutional advisory clients of Loomis, Sayles & Company that meet criteria determined by Loomis Sayles.

4 In September 2020, the Boston Business Journal hosted its annual BBJ Corporate Citizenship Awards 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 2020 Largest Corporate Charitable Contributor (51st out of 107 firms with $1.2 million charitable donations), and the Most Generous Employees distinction (average $1,038 donation per Boston-based associate).

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

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