Newsroom
November 23, 2021
Natixis Investment Managers today announced it is joining The Equity Collective, a new multi-year collaboration launched by Morgan Stanley designed to educate, empower and develop the next generation of diverse leaders in the finance industry.
November 15, 2021
Natixis Investment Managers today announced that Liana Magner has joined the firm as an Executive Vice President and Head of Retirement and Institutional in the US.
November 9, 2021
Natixis Investment Managers released the environmental, social and governance (ESG) findings from its individual investor survey.
November 2, 2021
Natixis Investment Managers has appointed Melanie Robinson as Global Head of Customer Experience and Gad Amar as International Chief Product Officer.
October 4, 2021
Natixis Investment Managers was recognized as a Diversity Champion in the InvestmentNews 2021 Excellence in Diversity, Equity and Inclusion Awards event that took place on September 21, 2021. The launch of Natixis Investment Managers Solutions’ AIA Racial Equity Investment Portfolios was cited during the award presentation.
September 14, 2021
Natixis Investment Managers released today findings from the 2021 Global Retirement Index (GRI), Natixis’ ninth annual snapshot of the relative financial security of retirees in 44 countries.
September 9, 2021
Natixis Investment Managers announced the UK-based winners of the Global Equal Opportunities Advancement Scholarships. The scholarship program aims to increase the diversity of students entering the financial services industry in the UK.
August 4, 2021
Natixis Investment Managers has unified several sub-branded businesses related to direct indexing, overlay, and multi-asset portfolios along with its consulting business under a single division. Natixis Investment Managers Solutions will be led by co-heads Curt Overway and Marina Gross.
August 2, 2021
Nathalie Wallace, appointed Global Head of Sustainable Investing, will be responsible for driving Natixis Investment Managers’ ESG commitments across its distribution network, its affiliate managers and as part of industry-wide initiatives.
In the News
Bloomberg Markets, October/November 2021
Profile of Kathryn Kaminski at AlphaSimplex Group.
CNBC, October 2, 2021
Profile of Scott Weber, co-portfolio manager of the Natixis Vaughan Nelson Select Fund.
Citywire, October 2021
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.
InvestmentNews, August 9, 2021
Natixis Investment Managers was profiled for InvestmentNews’ Excellence in Diversity, Equity & Inclusion Awards program.
Citywire Selector, August 5, 2021
Natixis Investment Managers has unified several parts of its operations into one unit. Natixis Investment Solutions will cover direct indexing, overlay and multi-asset portfolios.
Fund Intelligence, August 4, 2021
Natixis Investment Managers combines businesses related to direct indexing, overlay and multi-asset portfolios along with its consulting business under a single division called Natixis Investment Managers Solutions.
Citywire Professional Buyer, June 2021
Elaine Kan of Loomis Sayles is highlighted among 20 women with the most impressive risk-adjusted returns over the past three years (ending April 2021).
Barron’s, May 12, 2021
Profile of Mirova Global Sustainable Equity Fund with Portfolio Manager Jens Peers and Co-portfolio Managers Hua Cheng and Amber Fairbanks.
Global Management Committee
Tim Ryan
David L. Giunta
Joseph Pinto
Christophe Lanne
Cyril Marie
Eric N. Ward
Susan Tobin
Philippe Setbon
Kristen Walters
Additional Spokespeople
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Awards and Recognition
Citywire 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, Equity & Inclusion Awards: Natixis Investment Managers was celebrated as a Diversity Champion at InvestmentNews’ annual event held on September 21, 2021, 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]
- Vaughan Nelson International Small Cap Fund, Institutional Class [ADVLX]
- Oakmark Global Fund, Investor Class [OAKGX]
- Loomis Sayles Global Bond Fund, Institutional Class [LSGBX]
- Natixis US Equity Opportunities Fund, Class A [NEFSX]
- Loomis Sayles Growth Fund, Class Y [LSGRX]
- Loomis Sayles Small Cap Growth Fund, Institutional Class [LSSIX]
- Natixis US Equity Opportunities Fund, Class A [NEFSX]
- Loomis Sayles Growth Fund, Class Y [LSGRX]
- Loomis Sayles Small Cap Growth Fund, Institutional Class [LSSIX]
- 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).
Most Generous Employees4
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the tenth consecutive year.
Largest Charitable Corporation4
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 49th out of 98 firms.
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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 2021, 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 (49th out of 98 firms with $1.35 million charitable donations to Massachusetts-based organizations in 2020), and the Most Generous Employees distinction (average $956 donation per Boston-based associate in 2020).
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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