Active ETF for a Shifting Bond Market

How Natixis Loomis Sayles Short Duration Income ETF may help in a shifting bond market is discussed on the NYSE floor.


Natixis Loomis Sayles Short Duration Income ETF [LSST] is the second active ETF launch at Natixis Investment Managers. David Giunta, President and CEO of Natixis Investment Managers, US and Canada, and Loomis, Sayles & Company’s CEO Kevin Charleston explain how LSST is meeting Investor needs in today’s rising interest rate environment and transitioning bond markets.
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted.

Objective: LSST seeks current income consistent with preservation of capital to pursue higher yield potential in short duration yield securities.

Active management (also called active investing) refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index.

Alpha is a measure of the difference between a portfolio's actual returns and its expected performance, given its level of systematic market risk. A positive alpha indicates outperformance and negative alpha indicates underperformance relative to the portfolio's level of systematic risk.

Past performance is no guarantee of, and not necessarily indicative of, future results.

Before investing, consider the fund's investment objectives, risk, charges, and expenses. Visit im.natixis.com for a prospectus or a summary prospectus containing this and other information. Read it carefully.

The Bloomberg Barclays 1-3 Year Government/Corporate Bond Index is a broad measure of the performance of short-term government and corporate fixed-rate debt issues. You may not invest directly in an index.

RISKS: The Fund is new with a limited operating history. Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the Fund, and are bought and sold on the secondary market at market price, which may be higher or lower than the ETF's net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. Unlike typical exchange-traded funds, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing. Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity. Below investment grade fixed income securities may be subject to greater risks (including the risk of default) than other fixed income securities. Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than U.S. securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets. Interest rate risk is a major risk to all bondholders. As rates rise, existing bonds that offer a lower rate of return decline in value because newly issued bonds that pay higher rates are more attractive to investors.

Natixis Distribution, L.P. (member FINRA | SIPC) and Loomis, Sayles & Company, L.P. are affiliated.

ALPS Distributors, Inc. is the distributor for the Natixis Loomis Sayles Short Duration Income ETF. Natixis Distribution, L.P. is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, L.P.

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