Newsroom
May 5, 2021
Natixis Investment Managers today announced that five of its model portfolios, designed exclusively for clients of UBS Wealth Management USA (UBS), have been added to UBS’s ACCESS platform.
April 22, 2021
Natixis Investment Managers gathered findings from professional investors surveyed across the globe about the issues that drive their decisions on ESG investing. The full results were released today.
April 20, 2021
Natixis Investment Managers (Natixis) today announced the Mirova US Climate Ambition Equity investment strategy is now available to financial advisors and their clients through retail separately managed accounts (SMAs). The strategy is managed by Mirova, an affiliate of Natixis and a global leader in impact investing.
April 15, 2021
Natixis Investment Managers has added the Academy of the Pacific Rim and the Life Learning Academy charter schools to its philanthropic program a part of the firm’s long-standing commitment to support its local communities and support its broader efforts to increase diversity in the financial services industry.
April 6, 2021
Tim Ryan is appointed member of the Natixis senior management committee in charge of Asset & Wealth Management, and CEO of Natixis Investment Managers, effective April 12th. He will succeed Jean Raby who has decided to pursue a new professional opportunity.
March 11, 2021
Natixis Investment Managers announced today that several of its affiliate investment managers earned 2021 US Refinitiv Lipper Fund Awards. Natixis Advisors; WCM Investment Management; Vaughan Nelson Investment Management; Loomis, Sayles & Company; Gateway Investment Advisers; and Harris Associates were recognized for long-term performance.
February 18, 2021
Natixis Investment Managers announces today the findings of its 2021 Global Survey of Fund Selectors in a report titled, “Headed for the light: Fund selectors project a risky 2021 but see opportunity on the horizon”.
February 9, 2021
Natixis Investment Managers has received approval from the SEC for the use of custom baskets in actively managed semi-transparent exchange-traded funds as part of an ongoing commitment to product innovation and enhancement in the ETF market that benefits investors.
January 14, 2021
Active Index Advisors® has launched AIA Racial Equity Investment Portfolios, which seek to identify companies that promote diversity, equity and inclusion – and avoid or divest from companies that cause, contribute to, exploit or profit from racial injustice.
Global Management Committee
Tim Ryan
Oliver Bilal
David L. Giunta
Joseph Pinto
Christophe Lanne
Cyril Marie
Eric N. Ward
Susan Tobin
Philippe Setbon
Chris Jackson
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 & Inclusion Awards – Natixis Investment Managers was celebrated as a Diversity Champion finalist at InvestmentNews’ annual event held on October 21, 2020, 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 ninth consecutive year.
Largest Charitable Corporation3
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 51st out of 107 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 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).
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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