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
Mirova Leads Coalition of 66 Investors to Take Action toward Gender Equality

October 14, 2019
As a result of integrating the issue of gender equality into its line of investment solutions, Mirova is leading a coalition of 66 investors to support the Women’s Empowerment Principles. The coalition represents more than 4 trillion euros in assets under management.

  • October 14, 2019
United States Ranks 18th for Retiree Wellbeing in 2019 Natixis Global Retirement Index

September 19, 2019
Due to a number of factors ranging from rising economic inequality to growing pressures on government resources, the United States dropped two spots among developed nations on the 2019 Global Retirement Index.

  • September 19, 2019
Brexit, Trade Wars and Geopolitical Tensions Set to Cause Muted H2, say Market Strategists from Natixis Investment Managers and Affiliated Managers

August 13, 2019
Natixis Investment Managers polled 17 CEOs, market strategists and economists from across the Natixis organization and its affiliated managers about what investors might expect in the second half of 2019. Findings from the Natixis Midyear Strategist Survey were published by the Natixis Investment Institute.

  • August 13, 2019
Natixis Investment Managers Announces 2019 George Wein Jazz Ambassador Scholarship Winners

July 31, 2019
Natixis Investment Managers today announced that Matthew Pearl, of Marlborough, Mass., and Luca Simeone, of Kingston, R.I. have been awarded the 2019 George Wein Jazz Ambassador Scholarship. The scholarships will be presented to Pearl and Simeone during the Newport Jazz Festival taking place Aug. 2-4 at Fort Adams State Park in Newport, R.I.

  • July 31, 2019
Investors Are Perplexed by Market Volatility, Natixis Survey Finds

July 16, 2019
Market volatility has been a wake-up call for many US investors whose high return expectations don’t accurately reflect their appetite and understanding of risk, particularly when it comes to active and passive investing, according to the 2019 Individual Investor Survey released today by Natixis Investment Managers.

  • July 16, 2019
Natixis Report Finds Strong Tailwind for ESG Investing, but Lack of Standards Is Hampering Investor Adoption Rate

May 16, 2019
Natixis Investment Managers compiled information from various surveys of over 12,000 financial professionals, individual investors, and institutional investors in regards to their views on ESG investing. The report found that these investors were drawn to ESG strategies due to personal values but also showed a lack of understanding on why and how ESG is implemented.

  • May 16, 2019

In the News

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
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
Loomis Sayles Growth Fund Tops Market Repeatedly; Here’s Its Keys

Investor’s Business Daily, May 6, 2019
Aziz Hamzaogullari discussed how he executes on a strategy that keeps Loomis Sayles Growth Fund among the best mutual funds industrywide.

  • May 6, 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
Top Women in Asset Management Awards

Money Management Executive, May 2019
Kathryn Kaminski at AlphaSimplex Group was one of ten to receive a Top Women in Asset Management Award for her contributions within the asset management industry.

  • May 1, 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.

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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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