Natixis Investment Managers

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

Retrieved on: 
Tuesday, July 12, 2022

Smart, the leading global retirement technology provider, has launched Keystone by Smart a new technology platform to revolutionise the $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 $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 pensions 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.

Finalists Announced for the 16th Annual Invest in Others Awards

Retrieved on: 
Monday, July 11, 2022

Now in its 16th year, the Invest in Others (IiO) Awards program recognizes financial advisors who lend their time and talents to support nonprofits helping to make a difference in people's lives. Through the five award categories -- Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year -- the IiO Awards honor financial advisors who have contributed to their causes in significant ways. Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves.

Key Points: 
  • ANDOVER, Mass., July 11, 2022 The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2022 Invest in Others Awards, which will be held on September 29, 2022 at the Westin Boston Seaport District.
  • Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves.
  • In addition to receiving recognition for their work, IiO Awards finalists and winners will receive donations of up to $75,000 from Invest in Others for their designated nonprofit.
  • Financial professionals can apply for grants and awards from Invest in Others that provide critical funding and visibility for nonprofits.

Loomis Sayles Celebrates the 10-Year Anniversary of Growth Equity Strategies Team’s Long/Short Growth Equity Strategy

Retrieved on: 
Friday, July 1, 2022

Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, celebrates the 10-year anniversary of the Loomis Sayles Long/Short Growth Equity strategy managed by the firms Growth Equity Strategies (GES) team.

Key Points: 
  • Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, celebrates the 10-year anniversary of the Loomis Sayles Long/Short Growth Equity strategy managed by the firms Growth Equity Strategies (GES) team.
  • The Long/Short Growth Equity strategy is among a suite of equity products managed by Aziz V. Hamzaogullari, the chief investment officer and founder of the Loomis Sayles GES team.
  • The teams $77.6 billion in assets under management also comprises Large Cap Growth, All Cap Growth, Global Growth, and International Growth strategies.
  • We launched the Long/Short Growth Equity strategy to bring to our investors the value of the teams alpha insights in long and short opportunities.

Vaughan Nelson Select Fund (VNSYX) Celebrates Ten Years

Retrieved on: 
Wednesday, June 29, 2022

Natixis Investment Managers (Natixis IM) and Vaughan Nelson Investment Management (Vaughan Nelson), today celebrated the 10-year anniversary of the Vaughan Nelson Select Fund (VNSYX), an active, high-conviction equity mutual fund.

Key Points: 
  • Natixis Investment Managers (Natixis IM) and Vaughan Nelson Investment Management (Vaughan Nelson), today celebrated the 10-year anniversary of the Vaughan Nelson Select Fund (VNSYX), an active, high-conviction equity mutual fund.
  • Vaughan Nelson and the Select Fund exemplify Natixis Investment Managers focus on providing access to a wide range of high-conviction, actively managed investment strategies that seek to provide superior returns for investors.
  • Founded in 1970, Vaughan Nelson is a Houston-based investment manager with $14.7 billion under management as of March 31, 2022.
  • A globally recognized boutique affiliate of Natixis Investment Managers, S.A., Vaughan Nelson manages six equity products and four domestic fixed income products.

Outlook: Financial Advisors Forecast Market Rally in Second Half of 2022, Finds Natixis Investment Managers’ Survey

Retrieved on: 
Tuesday, June 28, 2022

Yet advisors are generally optimistic about the resilience of stock market and their ability to adapt to shifting market drivers.

Key Points: 
  • Yet advisors are generally optimistic about the resilience of stock market and their ability to adapt to shifting market drivers.
  • Natixis Investment Managers surveyed 150 financial advisors across Canada, as part of a larger global survey of 2,700 financial professionals in 16 countries.
  • 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.

Outlook: Financial Advisors Forecast Market Rebound in the Second Half of 2022, Finds Natixis Investment Managers’ Survey

Retrieved on: 
Tuesday, June 28, 2022

Natixis Investment Managers surveyed 300 financial advisors across the United States, as part of a larger global survey of 2,700 financial professionals in 16 countries.

Key Points: 
  • Natixis Investment Managers surveyed 300 financial advisors across the United States, as part of a larger global survey of 2,700 financial professionals in 16 countries.
  • 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.

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Retrieved on: 
Tuesday, June 28, 2022

Natixis Investment Managers surveyed 300 financial advisors across the United States, as part of a larger global survey of 2,700 financial professionals in 16 countries.

Key Points: 
  • Natixis Investment Managers surveyed 300 financial advisors across the United States, as part of a larger global survey of 2,700 financial professionals in 16 countries.
  • 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.

Mirova Announces the Acquisition of SunFunder, a Specialist in Emerging Market Clean Energy and Climate Investment, and Accelerates Its Ambition to Become a Global Leader in Impact Investing

Retrieved on: 
Tuesday, June 21, 2022

Financing the environmental and energy transition is a key objective for Mirova, an affiliate of Natixis Investment Managers dedicated to impact investing.

Key Points: 
  • Financing the environmental and energy transition is a key objective for Mirova, an affiliate of Natixis Investment Managers dedicated to impact investing.
  • The entire SunFunder team will be retained in order to keep expanding their high impact energy transition work and, together with Mirova, build a broader emerging markets platform dedicated to clean energy and climate investments.
  • Together we will become the leading clean energy and climate investor in emerging markets, through bold new investments with real impact.
  • Mirova is thus developing an emerging markets investment platform, in which the Singapore office created in 2021 will be integrated.

Natixis Investment Managers Senior VP Jim Cove Earns Spot on LGBT Great Top 100 Gamechangers List

Retrieved on: 
Monday, June 6, 2022

Natixis Investment Managers (Natixis IM) announced that Jim Cove, Senior Vice President in US Marketing and leader of the firms All Equals LGBTQ+ employee resource group (ERG) in the US, was recognized among LGBT Greats first Top 100 Gamechangers.

Key Points: 
  • Natixis Investment Managers (Natixis IM) announced that Jim Cove, Senior Vice President in US Marketing and leader of the firms All Equals LGBTQ+ employee resource group (ERG) in the US, was recognized among LGBT Greats first Top 100 Gamechangers.
  • Jim has been an incredible champion of Natixis Investment Managers diversity, equity and inclusion initiatives, said Ron Taylor, Executive Vice President and US Head of Diversity, Equity and Inclusion at Natixis Investment Managers.
  • Natixis Investment Managers multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • 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.

F.L.Putnam Expands East Coast Investment and Advisory Teams

Retrieved on: 
Thursday, May 12, 2022

WELLESLEY, Mass., May 12, 2022 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that James Waggett, Ann Marie Foran, Brandon J. Schwab, and Benjamin O'Connor have joined the firm as Investment Advisors and Timothy Hamilton will serve as a Private Client Advisor. The firm has also opened a sixth office in Lynnfield, Massachusetts.

Key Points: 
  • They will be invaluable assets to the families, foundations, and endowments that we serve, and we are pleased to have them join our growing East Coast team," commented Tom Manning, CEO of F.L.Putnam.
  • James Waggett, CFA, CFP, CAIA , is a senior investment advisorwith more than 20 years of experience.
  • He previously served in investment, advisory, and client relationship roles at Bank of America, Fidelity, Merrill Lynch, and TD Bank.
  • Mr. Schwab previously served in investment and advisory roles at J.P. Morgan Private Bank, UBS Financial Services, and AllianceBernstein.