SMAs Designed for a Variety of Investor Goals
Newsroom
Dec. 4, 2019
Despite record highs in major market indexes around the world, institutional investors are apprehensive about market prospects for 2020, according to Natixis Investment Managers global survey of institutional investors. Increased volatility is a top portfolio concern, yet institutional investors aren’t making big changes to their portfolios.
October 28, 2019
Natixis Investment Managers announced that 10 Natixis model portfolios, designed exclusively for use by Merrill Lynch Wealth Management clients and advisors, have been added to the Merrill Lynch Investment Advisory Program. Clients and advisors now have access to the Natixis Tactical Core Models and Natixis Tactical Core Tax Aware Models, which are hybrid portfolios that utilize Natixis’ investment affiliate network along with third party active managers to build a strategic allocation and express tactical tilts through exposure to Exchange Traded Funds.
October 14, 2019
As a result of integrating the issue of gender equality into its line of investment solutions, Mirova is leading a coalition of 66 investors to support the Women’s Empowerment Principles. The coalition represents more than 4 trillion euros in assets under management.
September 19, 2019
Due to a number of factors ranging from rising economic inequality to growing pressures on government resources, the United States dropped two spots among developed nations on the 2019 Global Retirement Index.
August 13, 2019
Natixis Investment Managers polled 17 CEOs, market strategists and economists from across the Natixis organization and its affiliated managers about what investors might expect in the second half of 2019. Findings from the Natixis Midyear Strategist Survey were published by the Natixis Investment Institute.
July 31, 2019
Natixis Investment Managers today announced that Matthew Pearl, of Marlborough, Mass., and Luca Simeone, of Kingston, R.I. have been awarded the 2019 George Wein Jazz Ambassador Scholarship. The scholarships will be presented to Pearl and Simeone during the Newport Jazz Festival taking place Aug. 2-4 at Fort Adams State Park in Newport, R.I.
July 16, 2019
Market volatility has been a wake-up call for many US investors whose high return expectations don’t accurately reflect their appetite and understanding of risk, particularly when it comes to active and passive investing, according to the 2019 Individual Investor Survey released today by Natixis Investment Managers.
May 16, 2019
Natixis Investment Managers compiled information from various surveys of over 12,000 financial professionals, individual investors, and institutional investors in regards to their views on ESG investing. The report found that these investors were drawn to ESG strategies due to personal values but also showed a lack of understanding on why and how ESG is implemented.
April 4, 2019
Natixis Investment Managers surveyed 1000 American workers who were eligible for a company-sponsored defined contribution plan, revealing a general lack of understanding in regards to their financial needs for retirement.
In the News
Investor’s Business Daily, May 6, 2019
Aziz Hamzaogullari discussed how he executes on a strategy that keeps Loomis Sayles Growth Fund among the best mutual funds industrywide.
Money Management Executive, May 2019
Kathryn Kaminski at AlphaSimplex Group was one of ten to receive a Top Women in Asset Management Award for her contributions within the asset management industry.
Financial Advisor, March 2019
Portfolio Spotlight: Profile of Loomis Sayles Bond Fund with Elaine Stokes.
Global Management Committee
Jean Raby
Beverly M. Bearden
Oliver Bilal
David L. Giunta
Chris Jackson
Christophe Lanne
Cyril Marie
Eric N. Ward
Susan Tobin
James Hughes
Additional Spokespeople
Edward Farrington
Dave Goodsell
Marina Gross
Robert M. Hussey
David Lafferty, CFA®
Awards and Recognition
Three Natixis-affiliated Funds earned Lipper Fund Awards from Refinitiv 2019 in the US.1
- ASG Tactical U.S. Market Fund, A Class [USMAX] – Ranked best fund based on 54 eligible US funds (127 share classes) for the five-year period ending November 30, 2018, for the Alternative Long/Short Equity Funds category.
- Loomis Sayles Global Allocation Fund, Y Class [LSWWX] – Ranked best fund based on 57 eligible US funds (154 share classes) for the 10-year period ending November 30, 2018, for the Flexible Portfolio Funds category.
- Loomis Sayles Limited Term Government and Agency Fund, Y Class [NELYX] – Ranked best fund based on 10 eligible US funds (21 share classes) for the 10-year period ending November 30, 2018, for the Short-Intermediate US Government Funds category.
Most Generous Employees2
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the eighth consecutive year.
Largest Charitable Corporation2
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 54th out of 105 firms.
Media Contacts
US Affiliates & Natixis Advisors,
Research, Retirement
Maggie McCuen
Director, Public Relations
617-449-2543
Email
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Community, Sponsorship, Recognition
Crystal Sullivan
Director, Public Relations
617-449-2126
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1 Lipper Fund Classification Awards (2019): 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, and not necessarily indicative of, future results. From Lipper Fund Awards from Refinitiv, © Refinitiv. All rights reserved. Used under license. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. www.lipperfundawards.com
2 In September 2019, the Boston Business Journal hosted its annual BBJ Corporate Citizenship Summit 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 2019 Largest Corporate Charitable Contributor (54th out of 105 firms with $1.2 million charitable donations), and the Most Generous Employees distinction (average $1,179 donation per Boston-based associate).
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