Investors Mutual Limited

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

Retrieved on: 
Friday, December 16, 2022
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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.

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

Retrieved on: 
Wednesday, December 7, 2022
Professional Services, Cryptocurrency, Insurance, Finance, Banking, Accounting, Research, ESG, DNCA, Natixis Investment Managers, Gold, GDP, Growth, Multimedia, AUM, Natixis, Prevalence, Ostrum Asset Management, AEW, Investment, Health care, Investors Mutual Limited, Groupe Banque Populaire, Thought, ETF, Harris Associates, Information technology, United Kingdom, Million Pound Menu, Groupe BPCE, Retirement, Depreciation, BRED Banque populaire, Loomis, Sayles & Company, Cryptocurrency, Pension fund, Airline, Renewable energy, Bank, Animal, Security (finance), Tutoring, Public utility, Financial services, Financial adviser, Mírová, Energy, Caisse

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
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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.

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.

Vaughan Nelson Select Fund (VNSYX) Celebrates Ten Years

Retrieved on: 
Wednesday, June 29, 2022
Banking, Asset Management, Professional Services, Finance, Groupe BPCE, Research, S&P, Natixis Investment Managers, Index, Company, Groupe Banque Populaire, CIO, Investment, ETF, Loomis, Sayles & Company, AEW, NAV, Prospectus, CPA, LLC, AUM, Solution, Time, Thought, CEO, BRED Banque populaire, ESG, DNCA, Goal, Ostrum Asset Management, Harris Associates, Fund, Natixis, Investors Mutual Limited, Risk, ALPS, Financial adviser, Security (finance), Financial services, Caisse, S.A, Mírová

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
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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
Finance, Cryptocurrency, Banking, Professional Services, Asset Management, Bitcoin, Ethereum, Special adviser (UK), Non-fungible token, Groupe BPCE, Research, Behavior, Natixis Investment Managers, Company, Groupe Banque Populaire, MSCI, Environment, Loomis, Sayles & Company, AEW, COVID-19, LLC, Investment, AUM, Solution, Time, Thought, Emotion, Core Data, BRED Banque populaire, ESG, DNCA, Goal, Ostrum Asset Management, Harris Associates, Multimedia, View, Natixis, Investors Mutual Limited, Risk, Federal Reserve, Center, Pharmaceutical industry, Financial services, Financial adviser, Security (finance), Real estate, Cryptocurrency, Caisse, Mírová

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
Asset Management, Professional Services, Finance, Special adviser (UK), Groupe BPCE, Research, Behavior, Natixis Investment Managers, Growth, Company, Groupe Banque Populaire, Loomis, Sayles & Company, AEW, Population, Woman, LLC, Retirement, Investment, AUM, Solution, Time, Henry's, Thought, Motion, Core Data, Acquisition, Technology, BRED Banque populaire, Generation Y, ESG, DNCA, Goal, Ostrum Asset Management, Forecasting, Harris Associates, Face, LGBTQ, Multimedia, Investors Mutual Limited, Risk, Z, Lawyer, Center, Financial adviser, Financial services, Risk management, Life insurance, Caisse, Mírová

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.