Natixis Investment Managers

Outlook: Institutional Investors See Recession as Inevitable But Stagflation as the Bigger Risk, Finds Natixis Investment Managers Survey

Retrieved on: 
Wednesday, December 7, 2022
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A full copy of the report on the Natixis Investment Managers Institutional Investor 2023 Market Outlook can be found here: https://www.im.natixis.com/us/research/institutional-investor-survey-202...

Key Points: 
  • A full copy of the report on the Natixis Investment Managers Institutional Investor 2023 Market Outlook can be found here: https://www.im.natixis.com/us/research/institutional-investor-survey-202...
    Natixis Investment Managers Global Survey of Institutional Investors conducted by CoreData Research in October and November 2022.
  • 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.

Natixis Investment Managers Solutions Celebrates 20-Year Anniversary of AIA S&P 500® Direct Indexing Strategy

Retrieved on: 
Thursday, November 10, 2022
Finance, Banking, Accounting, Professional Services, Insurance, Thought, Ostrum Asset Management, Investment, ESG, Groupe Banque Populaire, AUA, Risk, Groupe BPCE, DNCA, Index, AUM, Natixis Investment Managers, BRED Banque populaire, Form, Harris Associates, Solution, Goal, Regulation, Part, AEW, Investors Mutual Limited, Time, Company, Loomis, Sayles & Company, LLC, Insurance, Life insurance, Financial adviser, Financial services, Mírová, Caisse

Natixis Investment Managers Solutions1 provides design, development and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints.

Key Points: 
  • Natixis Investment Managers Solutions1 provides design, development and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints.
  • 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.

Stephen A. Davis, Co-Manager of the Vaughan Nelson Small Cap Value Fund, to Retire

Retrieved on: 
Friday, October 21, 2022
Asset Management, Professional Services, Finance, Fund, Ostrum Asset Management, Thought, Natixis, ESG, LLC, Natixis Investment Managers, AEW, Harris Associates, Investors Mutual Limited, Multimedia, AUM, Boylston Street, Goal, Groupe Banque Populaire, Company, CEO, BRED Banque populaire, FINRA, CIO, Loomis, Sayles & Company, Prospectus, MA, Groupe BPCE, Suite, Â, Solution, DNCA, Financial adviser, Financial services, Caisse, Mírová, S.A

Vaughan Nelson Investment Management (Vaughan Nelson), a registered investment adviser and affiliate of Natixis Investment Managers (Natixis IM), today announced that Stephen A. Davis will retire on March 31, 2023.

Key Points: 
  • Vaughan Nelson Investment Management (Vaughan Nelson), a registered investment adviser and affiliate of Natixis Investment Managers (Natixis IM), today announced that Stephen A. Davis will retire on March 31, 2023.
  • Davis has been a member of Vaughan Nelsons investment team since 2010 and co-manager of the Vaughan Nelson Small Cap Value Fund (NEJYX) since 2019.
  • View the full release here: https://www.businesswire.com/news/home/20221021005410/en/
    Chris D. Wallis, CFA, CEO and CIO of Vaughan Nelson, who has served as lead manager of the Vaughan Nelson Small Cap Value Fund since 2004, will continue to manage the fund alongside co-manager James Eisenman, CFA.
  • It has been a distinct privilege working with Stephen during his tenure as a member of the Vaughan Nelson investment team, said Wallis.

A Million Dollars To Retire? Even The Wealthy Have Concerns, Finds Survey From Natixis Investment Managers

Retrieved on: 
Tuesday, October 18, 2022
Banking, Professional Services, Finance, Retirement, Finance, Ostrum Asset Management, ESG, HNWI, Solution, Policy, LLC, Investors Mutual Limited, AUM, Social, Company, Groupe Banque Populaire, Behavior, Loomis, Sayles & Company, DNCA, Thought, Income, Â, Goal, BRED Banque populaire, Annuitant, Social Security, Nursing, Natixis, Education, Natixis Investment Managers, AEW, Harris Associates, Goodsell, American Association of Individual Investors, Playbook, Research, Groupe BPCE, Center, Financial adviser, Health insurance, Bank, Pension fund, Financial services, Caisse, Mírová

Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research in March and April 2021.

Key Points: 
  • Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research in March and April 2021.
  • 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.

16th Annual Invest in Others Awards Honor Financial Advisors for Philanthropy

Retrieved on: 
Friday, September 30, 2022
Health, Culture, Merrill, Volunteer of the Year, List of lifetime achievement awards, Organic, Gerald Loeb Lifetime Achievement Award winners, IiO, Fidelity Investments, Social media, Program, Hunger, Advisor Group, Veteran, LPL Financial, Natixis Investment Managers, Cetera Financial Group, LPL, Oppenheimer, Community service, Education, Awareness, Multimedia, Year, View, Financial adviser, Management

BOSTON, Sept. 30, 2022 /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 16th annual Invest in Others Awards Gala in Boston on Sept. 29, 2022.

Key Points: 
  • BOSTON, Sept. 30, 2022 /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 16th annual Invest in Others Awards Gala in Boston on Sept. 29, 2022.
  • The Invest in Others (IiO) Awards program, which includes five categories, honors financial advisors for taking a leadership role within nonprofits in their communities.
  • Top sponsors included Private Advisor Group, Advisor Group, Apollo, Cetera Financial Group, Fidelity Investments, LPL Financial, Merrill, and Natixis Investment Managers.
  • Grants and awards from Invest in Others enable financial professionals to support nonprofits within their communities.

Transamerica, Smart, and Finhabits Team Up to Help Expand Retirement Plan Coverage for Underserved Businesses and Their Employees

Retrieved on: 
Thursday, September 22, 2022
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The Finhabits group plan solution includes services offered by well-respected financial and technology companies:

Key Points: 
  • The Finhabits group plan solution includes services offered by well-respected financial and technology companies:
    Finhabits Advisors, LLC will serve as the program's 3(38) investment fiduciary.
  • Smart, a leading global retirement technology provider, will serve as the program's lead fiduciary and plan administrator.
  • TAGResources, LLC a wholly owned subsidiary of Transamerica, will act as the plan's third party administrator and 3(16) plan administrator fiduciary.
  • Transamerica Retirement Solutions, LLC (Transamerica) is a leading provider of customized retirement plan solutions for mega-, large-, and mid-market organizations.

Lincoln Financial announces the launch of Stadion Money Management's StoryLine Dynamic, a Qualified Default Investment Alternative solution

Retrieved on: 
Monday, August 15, 2022
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Lincoln Financial Group (NYSE:LNC) today announced the launch of Stadions StoryLine Dynamic, a Qualified Default Investment Alternative (QDIA) program, built in collaboration with Stadion Money Management .

Key Points: 
  • Lincoln Financial Group (NYSE:LNC) today announced the launch of Stadions StoryLine Dynamic, a Qualified Default Investment Alternative (QDIA) program, built in collaboration with Stadion Money Management .
  • Investment advisory and portfolio management services offered through StoryLine are provided exclusively by Stadion Money Management which is neither an affiliate nor a member of the Lincoln Financial Group.
  • Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism.
  • Stadion Money Management, LLC ("Stadion") is a registered investment adviser under the Investment Advisers Act of 1940.

Harris Associates L.P. Announces Oakmark Portfolio Manager Changes

Retrieved on: 
Monday, August 1, 2022
Natixis Investment Managers, Multimedia, Company, ESG, LLC, BPCE, Goal, Loomis, Sayles & Company, Harris Associates, Thought, Groupe Banque Populaire, Wealth management, Research, Solution, AUM, Prospectus, DNCA, AEW, Fund, Wealth, Ostrum Asset Management, Investors Mutual Limited, View, BRED Banque populaire, Groupe Caisse d'Épargne, Financial adviser, Security (finance), Financial services, Mírová

CHICAGO, Aug. 1, 2022 /PRNewswire/ -- Harris Associates L.P., adviser to the Oakmark Funds and an affiliate of Natixis Investment Managers, announced portfolio manager changes to the Oakmark Equity and Income Fund, Oakmark Global Fund, Oakmark Global Select Fund, Oakmark Fund, and Oakmark Select Fund.

Key Points: 
  • CHICAGO, Aug. 1, 2022 /PRNewswire/ -- Harris Associates L.P., adviser to the Oakmark Funds and an affiliate of Natixis Investment Managers, announced portfolio manager changes to the Oakmark Equity and Income Fund, Oakmark Global Fund, Oakmark Global Select Fund, Oakmark Fund, and Oakmark Select Fund.
  • Mr. McGregor will remain with Harris Associates as an investment leader and portfolio manager in the firm's Private Wealth Management business.
  • As part of Mr. McGregor's upcoming portfolio transition, Harris Associates is pleased to announce the appointment of the following individuals to co-portfolio manager roles for the Oakmark Funds, effective August 1, 2022.
  • Mr. Bierig joined Harris Associates in 2012 and is a portfolio manager for several of Harris Associates' investment strategies.

CIBC Innovation Banking Provides £40 Million Growth Financing to Fintech Company Smart to Accelerate Growth and Acquisitions

Retrieved on: 
Thursday, July 14, 2022
Technology, Personal Finance, Human Resources, Finance, Venture Capital, Fintech, Banking, Professional Services, Software, Technology, Income, Barclays, Chrysalis Investments, Link group, Fidelity International, Solution, Keystone, IPO, Organization, Partnership, J. P. Morgan, Legal & General, DWS Group, Retirement, Investment, General officer, Natixis, Natixis Investment Managers, Bank, Cryptocurrency

CIBC Innovation Banking is pleased to announce 40 million of growth financing for London-based Smart, a leading retirement technology provider.

Key Points: 
  • CIBC Innovation Banking is pleased to announce 40 million of growth financing for London-based Smart, a leading retirement technology provider.
  • Smart will use the capital to expand its market growth, accelerate the launch of strategic products, and undertake acquisitions.
  • The company has since expanded to work with financial institutions and governments across the world, including through its core technology platform Keystone.
  • Were delighted to have CIBC Innovation Banking support Smart, helping us accelerate our near-term growth ambitions, increase our presence in core markets, and roll out product initiatives to transform retirement across the world, said Eoin Corcoran, Chief Financial Officer of Smart.

Smart Launches Keystone – a New Technology Platform to Solve the Global Retirement Problem

Retrieved on: 
Wednesday, July 13, 2022
Seniors, Insurance, Finance, Consulting, Professional Services, Technology, Consumer, Other Technology, Kraken, Technology, Income, Barclays, Chrysalis Investments, Link group, Generation Investment Management, HR, Bank, Solution, Octopus Group, Legal & General, CEO, J. P. Morgan, Platform as a service, DWS Group, Retirement, Legislation, Language, Economic development, Natixis Investment Managers, Efficiency, Industry, Pension, Partnership, Platform, Pension fund, Oil, Cryptocurrency, Keystone, New Ireland Assurance

Smart, the leading global retirement technology provider, has launched Keystone by Smart a new technology platform to revolutionise the US$62 trillion retirement savings sector.

Key Points: 
  • Smart, the leading global retirement technology provider, has launched Keystone by Smart a new technology platform to revolutionise the US$62 trillion retirement savings sector.
  • Keystone already underpins Smart Pensions Master Trust in the UK, which alone has more than 2 billion of assets under management.
  • With the capacity to serve hundreds of millions, Keystone by Smart will now be rolled out to corporate and public-sector clients across the global superannuation industry.
  • Keystone functions as a standalone workplace retirement savings platform, and is interoperable with other financial services and retirement software, alongside payroll and HR management integrations.