Natixis Announces Launch of Five New SMAs from WCM Investment Management

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 30, 2020
Natixis Survey Finds Financial Professionals Expect Strong Industry Growth

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 29, 2020
UBS Global Wealth Management Adds AIA Strategies from Natixis Investment Managers to Innovative SMA Pricing Strategy

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 24, 2020
Gitterman Wealth Management Selects Natixis for Tax Overlay Management in New SMART UMAs Focused on Sustainability

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 19, 2020
Natixis Survey Finds Financial Advisors and Professionals Optimistic on Markets Despite Ongoing Volatility; Experts Forecasting 2020 Returns to Look More Like 2018 Than 2008

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.

  • June 15, 2020
Natixis Survey Finds Institutional Investors Putting Capital to Work to Address Global Problems

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.

  • May 19, 2020
Natixis Market Strategists and Affiliated Managers Enter 2020 with Mixed Consensus, See Few Downside Shocks or Upside Catalysts on the Horizon

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.

  • December 16, 2019
2020 Market Outlook: Natixis Survey Finds Institutional Investors Stay Sober as Markets Rally On

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.

  • December 4, 2019
Natixis Model Portfolios Added to Merrill Lynch Investment Advisory Program

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.

  • October 28, 2019

In the News

This $13 Billion International Fund Won’t Buy a Stock That Fails Its Corporate Culture Test

Barron’s, May 13, 2020
Mutual Fund Profile features Mike Trigg and Paul Black, co-portfolio managers of the WCM Focused International Growth Fund.

  • May 13, 2020
Why This Top Stock Mutual Fund Went Shopping In The Bargain Bin

Investor’s Business Daily, April 27, 2020
Profile of Aziz Hamzaogullari and the Loomis Sayles Growth Fund.

  • April 27, 2020
The 20 Top Female Portfolio Managers in the US

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.

  • December 19, 2019
Loomis Sayles’s Star Fund Manager Is Going Strong, but He’s Also 86

Wall Street Journal, November 23, 2019
Profile of Dan Fuss, leading bond manager at Loomis Sayles, and Loomis’s succession plans for the manager.

  • November 23, 2019
Women to Watch 2019: Shannon O’Mara, Associate Director of Credit Research at Loomis, Sayles & Co.

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.

  • November 18, 2019
Doing Good, on Its Way to Doing Well

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.

  • September 29, 2019
Diversity Champion Finalist: Natixis Investment Managers

InvestmentNews, August 5, 2019
Natixis Investment Managers was named a Diversity Champion finalist in the 2019 Excellence in Diversity & Inclusion Awards.

  • August 5, 2019

Awards and Recognition

Refinitive 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.

BBJ Most Generous Employees 2019
Most Generous Employees
2
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the eighth consecutive year.




BBJ Largest Corp Charitable Contributors 2019
Largest Charitable Corporation
2
Natixis Investment Managers  was named among the top charitable corporations by the Boston Business Journal, placing 54th out of 105 firms.

Media Contacts

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Ted Meyer
Senior Vice President, Global Public Relations
+1 617-449-2507
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General Media Inquiries

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US Affiliates & Natixis Advisors,
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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
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).

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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