Oct. 3, 2018
Natixis Investment Managers today announced the appointment of three portfolio managers to the Natixis Sustainable Future Funds. Marina Gross, EVP of Natixis’ Portfolio Research and Consulting Group (PRCG), Curt Overway, President of Managed Portfolio Advisors (MPA), and Daniel Price, CIO of MPA will be primarily responsible for the oversight of the Funds’ sub-advisors. Additionally, Natixis has added three new equity segments to the Funds to further diversify the product range while staying true to the Funds’ sustainable investment focus.
Sept. 6, 2018
The United States nudged up one spot to No. 16 among 43 countries in the 2018 Global Retirement Index, released by Natixis Investment Managers. The modest rise in the US ranking is attributed to improving economic conditions and financial institutional strength. However, 10 years after the global financial crisis, Natixis points to a confluence of factors as indicators for the ongoing sustainability of retirement systems in the US and around the world.
July 11, 2018
Natixis Investment Managers announced it has signed an agreement to acquire a minority stake in WCM Investment Management (WCM) and become their exclusive third-party distributor, subject to limited exclusions. The agreement establishes a long-term partnership that will allow Natixis to distribute WCM’s investment strategies globally.
June 22, 2018
Seeyond, an affiliate of Natixis Investment Managers, was recently recognized by Inside ETFs for its fund, the Natixis Seeyond International Minimum Volatility ETF (NYSE Arca: MVIN) at the Inside Smart Beta & Active ETFs Summit in NYC. MVIN was selected as a Hidden Gem among various smart beta and active ETF nominations that offer unique exposures to potentially outperform benchmarks.
June 21, 2018
Natixis Investment Managers announces that they’ve joined the “Aligning Retirement Assets” (ARA) steering committee launched by the World Business Council for Sustainable Development (WBCSD). The ARA initiative will enable companies to better align retirement assets with their overall sustainability goals by integrating Environmental, Social and Governance (ESG) considerations.
May 23, 2018
Natixis’ Center for Investor Insight surveyed 300 US financial professionals, including wirehouse advisors, registered investment advisors and independent brokers and dealers, about their market challenges and how they are positioning client portfolios as they face a variety of investment risks. According to the findings, few respondents believe that investors are ready for a return to more normal market ebbs and flows. Many believe investors may make what advisors foresee to be their biggest mistake: emotional investment decisions.
May 22, 2018
Natixis Investment Managers and its affiliate, Loomis, Sayles & Company, celebrated the launch of the Natixis Loomis Sayles Short Duration Income ETF (NYSE Arca: LSST) during the Opening Bell ceremony at the New York Stock Exchange this morning. David Giunta, Natixis Investment Managers’ CEO for the US and Canada, and Kevin Charleston, chairman and CEO of Loomis Sayles were in attendance.
April 30, 2018
AlphaSimplex Group, LLC , an affiliate of Natixis Investment Managers, has hired Dr. Kathryn Kaminski as the firm’s chief research strategist. Dr. Kaminski joins AlphaSimplex from the MIT Laboratory for Financial Engineering. Dr. Kaminski will join the portfolio management team for the ASG Managed Futures Strategy Fund (AMFAX) in the U.S.
April 3, 2018
In its year-end review of moderate-risk advisor-managed portfolios, Natixis Investment Managers’ Portfolio Clarity® US Trends Report shows that investors whose portfolios tilted toward active investments performed slightly better than those more reliant on passive in 2017. The US Trends Report provides a twice-yearly analysis of moderate portfolios reviewed by Natixis’ Portfolio Research and Consulting Group.
In the News
Fund Technology, Sept. 2017
George Marootian, Head of Technology at Natixis Investment Managers – US Distribution, talks about how the industry is evolving with cloud services, machine learning and artificial intelligence.
Ignites, Sept. 29, 2017
Marina Gross, EVP of the Portfolio Research and Consulting Group for Natixis Global Asset Management, discussed findings from the Midyear US Trends Report in a video interview.
Global Management Committee
Awards and RecognitionBarron’s Ranks Natixis Investment Managers Funds #1 Fund Family of 2017
Natixis Investment Managers is ranked #1 in the Barron’s/Lipper Fund Families Ranking based on an evaluation of 2017 performance for the Natixis Funds, Oakmark Funds, and Loomis Sayles Funds1.
2018 Boston CIO of the Year® ORBIE® Award Recognition
In June 2018, the Boston CIO Leadership Association recognized George Marootian, head of technology for US Distribution at Natixis Investment Managers, as winner of the 2018 CIO of the Year® ORBIE® Award for the Global category. The CIO of the Year ORBIE Award honors chief information officers who have demonstrated excellence in technology leadership, according to an independent peer review process led by prior ORBIE recipients.
Five Natixis-affiliated Funds earned 2018 Thomson Reuters Lipper Fund Awards in the US.2
- Gateway Fund, Y Class [GTEYX] managed by Gateway Investment Advisers – Ranked #1 based on 13 eligible US funds (41 share classes) for the five-year period ending November 30, 2017, for the Alternative Equity Market Neutral Funds category.
- Oakmark Global Select Fund, Investor Class [OAKWX] managed by Harris Associates – Ranked #1 based on 11 eligible US funds (35 share classes) for the three-year period and 10 eligible US funds (27 share classes) for the five-year period ending November 30, 2017, for the Global Large-Cap Value Funds category.
- Loomis Sayles Senior Floating Rate and Fixed Income Fund, A Class [LSFAX] – Ranked #1 based on 51 eligible US funds (199 share classes) for the three-year period and 37 eligible US funds (155 share classes) for the five-year period ending November 30, 2017, for the Loan Participation Funds category.
- Loomis Sayles Core Plus Bond Fund, Y Class [NERYX] – Ranked #1 based on 43 eligible US funds (110 share classes) for the 10-year period ending November 30, 2017, for the Core Plus Bond Funds category.
- Loomis Sayles Limited Term Government and Agency Fund, Y Class [NELYX] – Ranked #1 based on 10 eligible US funds (21 share classes) for the 10-year period ending November 30, 2017, for the Short-Intermediate US Government Funds category.
SMITH’s All-Star Analysts
McDonnell Investment Management’s highly-experienced and team-oriented research continues to differentiate the firm from its peers as further demonstrated by SMITH’s 2017 Municipal All-Star Program announcement. SMITH’s Municipal All-Star Program provides recognition in the municipal space based on a firm’s research capabilities and not on product performance. Members of Smith’s Blue Ribbon Ballot Committee nominate what they believe to be the nation’s leading municipal analysts to the ballot. The final ballot is sent out to 1,000 institutional investors for voting. Only Institutional Investors can vote. SMITH’s Municipal All-Star Program includes sell-side and buy-side firms, rating agencies, as well as independent research analysts. Four investment professionals at McDonnell were acknowledged for their research contributions:
- Brad Mincke, Managing Director and Co-head of Research, was selected for the Higher Education Bond and Buyside Director of Research categories.
- Kelly Cruse, Senior Fixed Income Analyst, was selected for the Water & Sewer Revenue Bonds category.
- Andrea McKeague, Senior Fixed Income Analyst, was selected for the General Obligation Bonds and Non-Debt: Certificates of Participation (COP), Lease-Backed, Appropriation Risk categories.
- Bedford Lydon, Senior Fixed Income Analyst, was selected for the Transportation Revenue Bonds–Toll Roads category.
Most Generous Employees3
Natixis Investment Managers (formerly Natixis Global Asset Management) was recognized by the Boston Business Journal as having the most generous employees for the sixth consecutive year.
Top Charitable Corporation3
Natixis Investment Managers (formerly Natixis Global Asset Management) was named among the top charitable corporations by the Boston Business Journal, placing 35th out of 94 firms.
Community, Sponsorship, Recognition
Assistant Vice President
1 Barron's/Lipper 2017 fund family ranking is based on an evaluation of 58 qualifying US fund companies’ 2017 performance. Ranking reflects fund total returns, excluding loads, 12b-1 fees, and expenses; fund family must have at least three actively managed funds or smart beta ETFs in Lipper’s general US stock category, one world equity fund, one mixed asset fund, two taxable bond funds, and one tax-exempt bond fund. Natixis was also ranked for the 5-year period but was not ranked for the 10-year period. Past performance is no guarantee of future results.
2 Lipper Fund Classification Award (2018): 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 Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. www.lipperfundawards.com.
3 In September 2017, 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 (formerly Natixis Global Asset Management) and its Boston-based associates earned the following accolades: Named a Top 2017 Charitable Contributor (35th out of 94 firms with $1.9 million charitable donations), and the Most Generous Employees distinction (average $1,152 donation per Boston-based associate).
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