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Launched in November 2002, Active Index Advisors Strategies – the direct indexing business of Natixis Investment Managers Solutions – has grown from $4 million in assets under management (AUM) to nearly $8 billion today.
Data on U.S. 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.
Natixis Investment Managers announces results from the Strategist Outlook report, a mid-year survey of 34 market strategists, portfolio managers, research analysts and economists at Natixis Investment Managers and 15 of its affiliated investment managers, as well as Natixis Corporate and Investment Banking.
Natixis Investment Managers today announced the US recipients of the Global Equal Opportunities Advancement Scholarship for 2022. Four local students have been awarded $5,000 renewable scholarships to apply to college tuition and expenses, along with internship and mentoring opportunities at Natixis IM.
Natixis Investment Managers and Vaughan Nelson Investment Management today celebrated the 10-year anniversary of the Vaughan Nelson Select Fund (VNSYX), an active, high-conviction equity mutual fund.
Financial advisors’ are generally optimistic about the resilience of the US markets and their ability to adapt to shifting market drivers, according to new survey findings published by Natixis Investment Managers.
In the News
MarketWatch, October 22, 2022
Scott Weber, co-portfolio manager of the Natixis Vaughan Nelson Select Fund, is featured.
Barron’s, October 20, 2022
Value Investing Q&A with David Herro, co-portfolio manager of Oakmark International Fund. The longtime value investor discussed bargain-hunting conditions.
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.
Barron’s, January 23, 2022
Gina Szymanski at AEW Capital Management commented on expectations for REITs (real estate investment trusts) heading into 2022.
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
North America
Ted Meyer
Senior Vice President, Global Public Relations
617-449-2507
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General Inquiries, Funds, Solutions, Research, Retirement
Kelly Cameron
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Community, Sponsorship, Recognition
Crystal Sullivan
Director, Public Relations
617-449-2126
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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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