Natixis Investment Managers

Flexstone Partners’ Global Opportunities IV Offering1 Raises US$790m

Retrieved on: 
Wednesday, April 19, 2023

Flexstone Partners has closed another vintage of its small- and middle-market private equity co-investment funds, a significant step for Flexstone flagship investment strategy, despite challenging global markets.

Key Points: 
  • Flexstone Partners has closed another vintage of its small- and middle-market private equity co-investment funds, a significant step for Flexstone flagship investment strategy, despite challenging global markets.
  • Eric Deram, Managing Partner at Flexstone Partners, said, “Our latest fund’s close demonstrates strong appetite for Flexstone’s unique small and middle-market co-investing strategy, even during times of global economic uncertainty.
  • 1 - Global Opportunities IV offering includes a Luxembourg SICAV, several Delaware LPs, and their parallel vehicles.
  • The Global Opportunities IV offering is closed to new commitments.

American Workers Want Retirement Plans That Better Meet Their Needs in Complex Financial Environment, Finds Natixis Investment Managers Survey

Retrieved on: 
Tuesday, April 18, 2023

“American workers are feeling the weight of responsibility for retirement funding, and younger generations, in particular, are pushing for changes that will better meet their distinct needs and preferences,” said Liana Magner, Head of Retirement and Institutional in the US for Natixis Investment Managers.

Key Points: 
  • “American workers are feeling the weight of responsibility for retirement funding, and younger generations, in particular, are pushing for changes that will better meet their distinct needs and preferences,” said Liana Magner, Head of Retirement and Institutional in the US for Natixis Investment Managers.
  • While millennials have time on their side, the financial headwinds they are facing at a crucial stage of life threaten to derail their progress.
  • Inflation is the Number One barrier to saving more for retirement, a financial stressor cited by the largest percentage of respondents across all generations (44%).
  • More so than any other generation, millennials are looking beyond traditional sources of retirement income (pension, Social Security, defined contribution plan) to fund their retirement.

Virtus Investment Partners Closes on Acquisition of AlphaSimplex

Retrieved on: 
Monday, April 3, 2023

Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-boutique asset management business, completed its previously announced acquisition of AlphaSimplex, LLC , a leading manager of quantitative alternative investment solutions with $8.3 billion1 of assets under management.

Key Points: 
  • Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-boutique asset management business, completed its previously announced acquisition of AlphaSimplex, LLC , a leading manager of quantitative alternative investment solutions with $8.3 billion1 of assets under management.
  • The transaction, which closed on April 1, further diversifies Virtus’ alternative investment offerings by adding AlphaSimplex’s systematic, quantitative investment solutions that are available to institutional and individual clients.
  • AlphaSimplex offers its highly regarded trend-following managed futures strategy through the $2.7 billion, 5-Star Morningstar Rated™2 AlphaSimplex Managed Futures Strategy Fund (ASFYX), which is the third-largest U.S. mutual fund in its category, and also manages the AlphaSimplex Global Alternatives Fund (GAFYX).
  • As a boutique affiliate of Virtus, AlphaSimplex will maintain autonomy over its investment processes, brand, and culture, ensuring continuity for its clients, consultants, and distribution partners.

Carbonwave Announces Initial Close of $5M Series A Funding Led by Mirova's Sustainable Ocean Fund

Retrieved on: 
Thursday, April 6, 2023

BOSTON and CAROLINA, PUERTO RICO, April 6, 2023 /PRNewswire/ -- Carbonwave, the world leader in upcycling the largest seaweed bloom on the planet into ultra-regenerative, plant-based, advanced biomaterials, today announced an initial closing of its $5M Series A round led by Mirova1, an affiliate of Natixis Investment Managers dedicated to sustainable investment, with additional significant participation from Viridios Capital, Popular Impact Fund, and Katapult Ocean.

Key Points: 
  • Sarga Ag products are being tested for large-scale application by some of the leading corporate growers in the world.
  • In June 2022, Carbonwave won the Carbon to Value Challenge with BASF, Seafields, and the Alfred Wegner Institute to produce PET plastics.
  • "Mirova, through the Sustainable Ocean Fund, is thrilled to continue its support for Carbonwave with this follow-on investment into the company," said Simon Dent, Head of Blue Investments at Mirova.
  • "Carbonwave joins Katapult Ocean as part of a growing number of Katapult investments into the seaweed space.

Natixis Investment Managers Funds Earn 2023 US Refinitiv Lipper Fund Awards

Retrieved on: 
Wednesday, March 29, 2023

Natixis Investment Managers today announced that funds managed by several of its affiliate investment management firms earned 2023 Refinitiv Lipper Fund Awards for the US.

Key Points: 
  • Natixis Investment Managers today announced that funds managed by several of its affiliate investment management firms earned 2023 Refinitiv Lipper Fund Awards for the US.
  • Refinitiv announced award and certificate recipients on March 23, 2023, including the following from the Natixis Investment Managers mutual fund family:
    WCM Focused International Growth, Institutional Class [WCMIX] – Ranked best International Large-Cap Growth Fund for the five-year period (65 eligible US funds, 296 share classes) and the 10-year period (54 eligible US funds, 208 share classes).
  • Loomis Sayles Investment Grade Bond, N Class [LGBNX] – Ranked best Corporate Debt Fund BBB-Rated for the three-year period (58 eligible US funds, 205 share classes).
  • “We commend our affiliate portfolio managers for earning Refinitiv Lipper Fund Awards,” said David Giunta, CEO of Natixis Investment Managers in the US.

Morgan Stanley Announces a Successful Year of “The Equity Collective” a Diversity-Driven Collaboration Between 27 Wealth and Asset Management Firms

Retrieved on: 
Monday, March 6, 2023

One year later, the 27-member group is proud to announce the successes of the program and their re-dedication to a multi-year commitment.

Key Points: 
  • One year later, the 27-member group is proud to announce the successes of the program and their re-dedication to a multi-year commitment.
  • Since launching in 2022, the Equity Collective has led more than 100 events, engaging with students through partners at Boys & Girls Clubs of America (BGCA), hellohive , and Team IMPACT .
  • “We’re proud of the work we’ve done this past year – but we’ve only scratched the surface,” said Andy Saperstein, Co-President of Morgan Stanley and Head of Morgan Stanley Wealth Management.
  • “The only way to make a significant impact is through highly collaborative leadership and that is what Putnam and other leading firms have signed on to do."

Recession Will Last Longer Than Markets Expect and Expose Stock Winners and Losers, Say Top Investment Professionals in Natixis Investment Managers Survey

Retrieved on: 
Tuesday, February 14, 2023

The US findings are part of a larger global survey of 441 professional fund selectors conducted in December 2022.

Key Points: 
  • The US findings are part of a larger global survey of 441 professional fund selectors conducted in December 2022.
  • 51% expect interest rates to continue rising, while another 28% think the Fed will take a pause.
  • “Investment performance is once again a differentiator,” said Dave Goodsell, head of the Natixis Center for Investor Research.
  • Natixis Investment Managers’s Global Survey of Fund Selectors was conducted by CoreData Research and completed in December 2022.

Investment Industry Embraces DEI Code led by CFA Institute, with More Than 100 Firms Signed up in Less Than a Year

Retrieved on: 
Wednesday, February 1, 2023

Signatory organizations together represent around US$11.2 trillion in assets under management -- approximately 10 percent of the investment industry's assets under management globally* -- as well as some US$9.5 trillion assets under advisement.

Key Points: 
  • DEI Code signatories commit to providing a confidential, annual progress report to CFA Institute using an accompanying reporting framework.
  • In addition, CFA Institute has started working with European investment industry leaders to explore how the DEI Code can be introduced in the UK and across Europe.
  • DEI Code signatories have the support of an operationalized reporting process that helps firms to plan and evidence their progress.
  • DEI Code Signatory assets under management and assets under advisement are self-reported at the point of becoming a DEI Code signatory.

Diffractive Managers Group and Alternative Impact Asset Manager Conservation Resource Partners Announce Deal

Retrieved on: 
Wednesday, January 11, 2023

BOSTON and EXETER, N.H., Jan. 11, 2023 /PRNewswire/ -- Diffractive Managers Group, the multi-affiliate asset manager and centralized distribution platform launched by 1251 Capital Group, today announced it has entered into a partnership with Conservation Resource Partners, LLC ("Conversation Resources"), a leading alternative investment firm focused on impact real asset investing. Conservation Resources' unique strategies combine impact investments in real assets and associated value chain entities to generate alpha while also enhancing the impact outcomes of the land and associated assets it invests.

Key Points: 
  • BOSTON and EXETER, N.H., Jan. 11, 2023 /PRNewswire/ -- Diffractive Managers Group , the multi-affiliate asset manager and centralized distribution platform launched by 1251 Capital Group , today announced it has entered into a partnership with Conservation Resource Partners, LLC ("Conversation Resources"), a leading alternative investment firm focused on impact real asset investing.
  • The new partnership brings Conservation Resources' regenerative farmland and impact timberland strategies to Diffractive's already unique product set and further bolstering Diffractive's alternative impact offering's alongside Greenbacker Capital Management and Gitterman Wealth Management.
  • Conservation Resources will be well positioned for continued growth by leveraging Diffractive's expertise in multi-channel distribution and product structuring expertise.
  • Under the terms of the agreement, Diffractive will acquire an equity stake in Conservation Resources and have two members join Conservation Resources' Board of Directors.

Natixis Investment Managers Celebrates 10-Year Partnership with Winthrop Elementary School During Annual Holiday Gift-Giving Event

Retrieved on: 
Friday, December 16, 2022

Natixis Investment Managers (Natixis IM) celebrated its tenth year partnering with the John Winthrop Elementary School in Dorchester, Massachusetts, during the firm’s annual “Frosty’s Friends” holiday gift-giving event.

Key Points: 
  • Natixis Investment Managers (Natixis IM) celebrated its tenth year partnering with the John Winthrop Elementary School in Dorchester, Massachusetts, during the firm’s annual “Frosty’s Friends” holiday gift-giving event.
  • Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC.
  • Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.