Natixis Investment Managers

Investors in Model Portfolios Are More Confident, Less Stressed Amid Ongoing Market Volatility, Finds Natixis Investment Managers Survey

Retrieved on: 
Thursday, October 26, 2023

Yet those invested in model portfolios are nearly two times more likely to express confidence (45%) than non-model users (24%), according to new survey findings published today by Natixis Investment Managers (Natixis IM).

Key Points: 
  • Yet those invested in model portfolios are nearly two times more likely to express confidence (45%) than non-model users (24%), according to new survey findings published today by Natixis Investment Managers (Natixis IM).
  • 78% of investors in models see market volatility as an investment opportunity while just 47% of non-model clients do.
  • “The diversification and targeted risk/return attributes of model portfolios make a strong case across a broad investor base,” said Marina Gross, Head of Natixis Investment Managers Solutions.
  • Natixis Investment Managers’ full report, entitled Model Citizens: Model Portfolios align firms, advisors, and client goals, can be found by visiting https://www.im.natixis.com/us/research/2023-models-report .

Natixis Vaughan Nelson Select ETF (VNSE) Celebrates Three Year Anniversary

Retrieved on: 
Tuesday, October 17, 2023

Natixis Investment Managers (Natixis IM) and Vaughan Nelson Investment Management (Vaughan Nelson), announce the three-year anniversary of the Natixis Vaughan Nelson Select ETF ( VNSE ), an active, high-conviction U.S. stock ETF.

Key Points: 
  • Natixis Investment Managers (Natixis IM) and Vaughan Nelson Investment Management (Vaughan Nelson), announce the three-year anniversary of the Natixis Vaughan Nelson Select ETF ( VNSE ), an active, high-conviction U.S. stock ETF.
  • The ETF is among the $15.1 billion managed by Vaughan Nelson, a Houston-based affiliate of Natixis IM, which has more than $1.2 trillion of assets under management (AUM) globally.
  • View the full release here: https://www.businesswire.com/news/home/20231017559007/en/
    Launched on September 16, 2020, the Natixis Vaughan Nelson Select ETF is a high-active share, concentrated portfolio of equity stocks that seeks to capitalize on information and liquidity inefficiencies in the large cap universe to pursue strong risk adjusted returns for investors.
  • “We believe that strong investor interest in the Natixis Vaughan Nelson Select ETF demonstrates a continuing desire for true active management in the face of eroding diversification in the broader stock market,” said Chris Wallis, CFA® and CPA, CEO and CIO of Vaughan Nelson Investment Management and senior portfolio manager.

17th Annual Invest in Others Awards Honor Financial Advisors for Philanthropy

Retrieved on: 
Thursday, September 21, 2023

BOSTON, Sept. 21, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 17th annual Invest in Others Awards Gala in Boston on September 20, 2023.

Key Points: 
  • BOSTON, Sept. 21, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 17th annual Invest in Others Awards Gala in Boston on September 20, 2023.
  • The Invest in Others (IiO) Awards program, which includes five categories, honors financial advisors who volunteer their time and talents to support nonprofits helping to make a difference in the lives of others.
  • Top gala sponsors included Apollo, Cetera Financial Group, Commonwealth Financial Network, Fidelity Investments, LPL Financial, Merrill Lynch, MFS, Morgan Stanley, Natixis Investment Managers, Osaic, and Private Advisor Group.
  • It's truly a privilege to honor and support their admirable efforts and the example they exhibit for the financial services industry."

2023 Global Retirement Index Finds Improved Retirement Security Conditions, But Most Americans Aren’t Feeling It

Retrieved on: 
Wednesday, September 13, 2023

The annual index, released today, shows improved economic conditions, mainly the result of employment growth, wage gains, and interest rates.

Key Points: 
  • The annual index, released today, shows improved economic conditions, mainly the result of employment growth, wage gains, and interest rates.
  • At the same time, many Americans are contemplating the potential threat of reduced Social Security benefits, which ranks as their top fear about retirement, the survey found.
  • The United States fell to 20th place from 18th in this year’s annual ranking of retirement security among the 44 countries in the Index.
  • Natixis IM’s report on the Global Retirement Index includes builds on findings from:

Clough Capital Assumes Management of Changebridge Capital’s Active ETFs

Retrieved on: 
Wednesday, August 30, 2023

Clough Capital Partners L.P. ("Clough Capital") has entered the Active ETF arena by assuming management of two Actively Managed ETFs: The Changebridge Select Equity ETF (Ticker: CBSE) and the Changebridge Long/Short Equity ETF (Ticker: CBLS).

Key Points: 
  • Clough Capital Partners L.P. ("Clough Capital") has entered the Active ETF arena by assuming management of two Actively Managed ETFs: The Changebridge Select Equity ETF (Ticker: CBSE) and the Changebridge Long/Short Equity ETF (Ticker: CBLS).
  • Lorusso brings a unique combination of institutional knowledge and an entrepreneurial spirit that will help drive Clough Capital's growth in the years ahead, having spent time at Natixis Asset Management and Clough Capital before helping to launch Changebridge Capital in 2020.
  • “We couldn’t be happier about this next chapter of Clough Capital, which now includes the management of Active ETFs,” said new CEO Vince Lorusso.
  • The decision by Lorusso to rejoin Clough Capital and integrate the two Active ETFs he manages into Clough Capital’s existing research & operational infrastructure means that Changebridge’s ETF investors immediately gain access to Clough Capital’s experienced team of professionals.

Pacific Oak Capital Markets Hires Jim Kenney as Senior Regional Vice President for the Northwest Territory

Retrieved on: 
Monday, August 7, 2023

LOS ANGELES, Aug. 7, 2023 /PRNewswire/ -- Pacific Oak Capital Markets, LLC , an alternative investment distributor, announced today that financial services industry veteran Jim Kenney has joined the company as senior regional vice president for the Northwest Territory.

Key Points: 
  • LOS ANGELES, Aug. 7, 2023 /PRNewswire/ -- Pacific Oak Capital Markets, LLC , an alternative investment distributor, announced today that financial services industry veteran Jim Kenney has joined the company as senior regional vice president for the Northwest Territory.
  • Kenney will build and maintain relationships with broker-dealer registered representatives and RIAs throughout Alaska, Washington, Oregon, Idaho, Montana, Wyoming, the Dakotas, and the northern half of both California and Nevada.
  • "Pacific Oak is in a period of significant growth in sales and distribution, and we are delighted to welcome Jim to our team of leading professionals," said Jeff Kremin, president and managing director of distribution for Pacific Oak Capital Markets.
  • Prior to joining Pacific Oak Kenney held roles with Skyway Capital Markets, Triton Pacific, GWG Life, and Natixis Global Asset Management.

New Co-Portfolio Manager for the Oakmark International Fund

Retrieved on: 
Tuesday, August 1, 2023

CHICAGO, Aug. 1, 2023 /PRNewswire/ -- Eric Liu, co-portfolio manager of the Oakmark Global Select Fund and a senior investment analyst at Harris Associates L.P., adviser to the Oakmark Funds and an affiliate of Natixis Investment Managers, has been appointed co-portfolio manager of the Oakmark International Fund.

Key Points: 
  • CHICAGO, Aug. 1, 2023 /PRNewswire/ -- Eric Liu, co-portfolio manager of the Oakmark Global Select Fund and a senior investment analyst at Harris Associates L.P., adviser to the Oakmark Funds and an affiliate of Natixis Investment Managers, has been appointed co-portfolio manager of the Oakmark International Fund.
  • Mr. Herro has managed the Fund since its inception in 1992 and Mr. Manelli has managed the Fund since 2016.
  • "Given Eric's talent and experience, we welcome him on the Oakmark International management team," said Mr. Herro.
  • He is a graduate of the University of California Los Angeles and the University of Chicago and is a CFA charterholder.1
    The Oakmark International Fund is a diversified fund that seeks capital appreciation by investing in mid- and large-capitalization companies located outside the U.S.

The Biggest Risk Now Is Complacency, Say Strategists Surveyed by Natixis Investment Managers

Retrieved on: 
Tuesday, July 25, 2023

In November 2022, 59% of institutional investors believed recession in 2023 was “inevitable” and 54% said recession was “absolutely necessary” to curb inflation.

Key Points: 
  • In November 2022, 59% of institutional investors believed recession in 2023 was “inevitable” and 54% said recession was “absolutely necessary” to curb inflation.
  • After a painful run of increasing costs, central bank efforts to ease the pressure began to produce results in H1.
  • Only 22% of strategists surveyed say inflation is a “high risk” in the second half of the year, however, 38% of strategists do not believe inflation targets will be met until 2025, and 9% say they may not be met until at least 2026.
  • Strategists generally think it will take until 2025 until targets are met,” said Mabrouk Chetouane, Head of Global Market Strategy, Solutions, Natixis IM.

Finalists Announced for the 17th Annual Invest in Others Awards

Retrieved on: 
Monday, July 17, 2023

ANDOVER, Mass. , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.

Key Points: 
  • , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.
  • Now in its 17th year, the Invest in Others (IiO) Awards program recognizes financial advisors who volunteer their time and talents to support nonprofits helping to make a difference in lives of others.
  • Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both their designated charities and the communities they serve.
  • To learn more about the finalists and their charitable work, visit investinothers.org/awards and follow #IiOAwards on social media.

Natixis Investment Managers and Loomis Sayles Announce Launch of Natixis Loomis Sayles Focused Growth ETF, Managed by the $70B Loomis Sayles Growth Equity Strategies Team

Retrieved on: 
Thursday, June 29, 2023

Natixis Investment Managers (Natixis IM) and its affiliate Loomis, Sayles & Company, announced today the launch of the Natixis Loomis Sayles Focused Growth ETF (NYSE Arca: LSGR).

Key Points: 
  • Natixis Investment Managers (Natixis IM) and its affiliate Loomis, Sayles & Company, announced today the launch of the Natixis Loomis Sayles Focused Growth ETF (NYSE Arca: LSGR).
  • LSGR is Natixis IM’s fourth ETF and second ETF with Loomis Sayles.
  • View the full release here: https://www.businesswire.com/news/home/20230629277977/en/
    The new ETF is managed by Aziz V. Hamzaogullari, chief investment officer and founder of the Loomis Sayles Growth Equity Strategies (GES) team.
  • The firm’s longest standing ETF goes back to 2017, the Natixis Loomis Sayles Short Duration Income ETF (LSST).