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Natixis Investment Managers announced that funds managed by several of its affiliate investment management firms earned 2023 Refinitiv Lipper Fund Awards for the US, including WCM Investment Management; AlphaSimplex Group; Loomis, Sayles & Company; and Harris Associates.
Natixis Investment Managers announced results from its recent survey of US fund selectors at leading wealth management, private bank, and insurance platforms.
Several portfolio managers, strategists, and executives from Natixis Investment Managers and its affiliated investment firms shared their views about what they expect from the markets in 2023.
Natixis Investment Managers celebrated its tenth year partnering with the Winthrop Elementary School during the firm’s annual “Frosty’s Friends” holiday gift-giving event. The partnership between Natixis IM and Winthrop provides direct, sustained impact and bolsters the school’s efforts to enhance student education and improve learning environments through technology upgrades, facilities improvements, and special volunteer programs.
Natixis Investment Managers’ newly-published survey finds institutional investors entering 2023 with a somber view of the economy and mixed outlook for the markets on expectations of even higher interest rates, inflation and volatility.
Data on US investors with $1 million in investable assets from a survey conducted by Natixis Investment Managers suggests that wealthier individuals are preoccupied with their eventual ability to retire comfortably, even with $1 million or more in assets.
Mirova, the affiliate of Natixis Investment Managers dedicated to sustainable investment, announces the appointment of Guillaume Abel as Deputy CEO to strengthen the company’s executive committee and accelerate growth in France and abroad.
Natixis Investment Managers announced the UK-based winners of its Global Equal Opportunities Advancement Scholarships. Two students from East Haringey have been selected to receive up to £9,250 annually towards their university tuition and expenses, along with internship opportunities and mentoring at Natixis IM.
Natixis Investment Managers released the 2022 Global Retirement Index (GRI), a global benchmark that incorporates the wide variety of factors essential for people to enjoy a healthy and secure retirement. The GRI, which marks its 10th anniversary this year, shows erosion in key factors affecting the financial security and material well-being of US retirees.
In the News
Citywire Pro Buyer, January 31, 2023
Portfolio Manager Q&A with David Herro, Oakmark International Fund.
ETF.com, January 4, 2023
Nick Elward, head of institutional product and ETFs at Natixis Investment Managers, looks ahead to three exchange-traded fund trends that could emerge in 2023.
Wealth Management, December 31, 2022
Jack Janasiewicz, portfolio manager and lead portfolio strategist for Natixis Investment Solutions, is featured in Wealth Management’s 2023 Market Outlook edition.
InvestmentNews, November 9, 2022
Liana Magner, executive vice president and head of retirement and institutional in the US at Natixis Investment Managers, was interviewed about the rising interest in ESG investing in the US defined contribution marketplace.
Citywire, October 2022
Eileen Riley at Loomis Sayles is included in Citywire’s annual list of the most consistently best-performing female fund managers (over the last 5 years) in Citywire’s database.
Private Equity International, June 27, 2022
Profile of Nitin Gupta, managing partner at Flexstone Partners.
Global Management Committee
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Awards and Recognition
Most Generous Employees1Natixis Investment Managers was highly ranked by the Boston Business Journal in the Most Generous Employees category.
Largest Charitable Corporation1Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 48th out of 95 firms.
WealthManagement.com 2022 Industry Awards: Natixis Investment Managers received the Digital Marketing Campaign of the Year award for the strategic, creative and collaborative efforts of the firm’s strategic marketing team.2Refinitiv Lipper Fund Awards 2022 (US): Harris Associates and WCM funds earned accolades for achieving consistently strong risk-adjusted performance relative to their peers for the period ending November 30, 2021. Refinitiv announced award and certificate recipients on March 10, 2022.3
- WCM Focused International Growth Fund, Institutional Class [WCMIX] – Ranked best International Large-Cap Growth Fund for the five-year period (60 eligible US funds, 242 share classes) and the 10-year period (50 eligible US funds, 173 share classes).
- WCM International Small Cap Growth Fund, Institutional Class [WCMSX] – Ranked best International Small/Mid-Cap Growth Fund for the three-year period (57 eligible US funds, 193 share classes) and the five-year period (51 eligible US funds, 160 share classes).
- Oakmark International Small Cap Fund, Institutional Class [OANEX] – Ranked best International Small/Mid-Cap Core Fund for the three-year period (12 eligible US funds, 28 share classes).
Investor's Business Daily's Best Mutual Funds 2022 Awards: Harris Associates, Loomis Sayles, Natixis Funds, Vaughan Nelson, and WCM funds recognized for outperforming their benchmark indexes for the past one-, three-, five- and 10-year periods as of December 31, 2021.4
International Stock: 173 out of 613 funds with 10-year track records recognized
- WCM Focused International Growth, Institutional Class [WCMIX]
- Oakmark Global Select, Investor Class [OAKWX]
- Oakmark Global, Investor Class [OAKGX]
- Vaughan Nelson International Small Cap, Class Institutional Class [ADVLX]
- Oakmark International Small Cap, Investor Class [OAKEX]
- Loomis Sayles High Income Opportunities, Institutional Class [LSIOX]
- Loomis Sayles Institutional High Income, Institutional Class [LSHIX]
- Loomis Sayles High Income, Class A [NEFHX]
- Loomis Sayles Fixed Income, Institutional Class [LSFIX]
- Loomis Sayles Strategic Income, Class A [NEFZX]
- Loomis Sayles Bond, Institutional Class [LSBDX]
- Loomis Sayles Investment Grade Bond, Class Y [LSIIX]
- Loomis Sayles Investment Grade Bond Fixed Income, Institutional Class [LSIGX]
- Loomis Sayles Strategic Alpha, Class Y [LASYX]
- Loomis Sayles Inflation Protected Securities, Institutional Class [LSGSX]
Media Contacts
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Community, Sponsorship, Recognition
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1 In September 2022, 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 2021 Largest Corporate Charitable Contributor (48th out of 95 firms with $965 million charitable donations to Massachusetts-based organizations in 2021), and the Most Generous Employees distinction (average $945 donation per Boston-based associate in 2021).
2 In September 2022, WealthManagement.com announced the 2022 Industry Awards winners, presenting 105 awards to 84 companies from a pool of 225 finalists. The awards program honors outstanding achievements by companies, organizations and individuals that support financial advisor success, and was expanded in 2022 to recognize organizations that are pioneering innovation in retirement planning and charitable giving, as well as progressive companies who are advancing the integration and implementation of digital assets. Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.
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.
4 Investor's Business Daily's Best Mutual Funds 2022 Awards recognized funds that outperformed their benchmark index as of December 31, 2021. 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 3,673 funds that have been around for at least 10 years and found that 677 beat their benchmark index in those four periods. Funds in 11 categories qualified.
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