September 29, 2020
Natixis Investment Managers and Loomis, Sayles & Company launched the Loomis Sayles Credit Income Fund (LOCAX), a corporate bond portfolio with flexibility to pursue income opportunities.
September 29, 2020
Natixis Investment Managers today released the eighth annual Global Retirement Index, a snapshot of the relative wellbeing and financial security of retirees in 44 countries.
September 17, 2020
Natixis Investment Managers’ entrance into the semi-transparent EFT market represents a new vehicle for existing strategies that are currently available as mutual funds managed by Natixis affiliates Loomis Sayles, Harris Associates, and Vaughan Nelson.
September 9, 2020
Natixis Investment Institute published the Natixis Strategist Outlook, which explores the findings of 36 strategists, economists and portfolio managers representing Natixis Investment Managers, 14 of its affiliated asset managers and Natixis Corporate & Investment Banking.
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 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 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 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 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.
In the News
Barron’s, May 13, 2020
Mutual Fund Profile features Mike Trigg and Paul Black, co-portfolio managers of the WCM Focused International Growth Fund.
Investor’s Business Daily, April 27, 2020
Profile of Aziz Hamzaogullari and the Loomis Sayles Growth Fund.
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.
Wall Street Journal, November 23, 2019
Profile of Dan Fuss, leading bond manager at Loomis Sayles, and Loomis’s succession plans for the manager.
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.
Global Management Committee
Awards and RecognitionRefinitiv 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 Emerging 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.
Most Generous Employees2
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the ninth consecutive year.
Largest Charitable Corporation2
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 51st out of 107 firms.
Community, Sponsorship, Recognition
Director, Public Relations
1 Refinitiv 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 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).