BOSTON--(BUSINESS WIRE)--Natixis Global Asset Management, ranked among the world’s largest asset management firms1, and BISAM, a leading provider of sophisticated digital solutions for performance, attribution, risk, GIPS composites management and reporting, were recently recognized at WatersTechnology’s Buy-Side Technology Awards for the Natixis Portfolio Clarity Web Portal. The Portal is a web-based application with the goal of providing investment professionals with a deeper level of insight into portfolio construction, including risk and return drivers and trade-offs, volatility, sensitivity analysis, correlations, and other quantitative factors. The Portal provides clients with a heightened level of transparency which empowers them to make informed, high-conviction asset allocation decisions and help build more durable portfolios for investors.
Through an extensive and highly collaborative design and development process, Natixis and BISAM worked in partnership to create a unique, user-friendly portfolio modeling and evaluation tool. Selected as “Best buy-side risk management initiative over the last 12 months," the Portal was chosen among approximately 20 submissions for its ability to support and advance risk management. The annual Buy-Side Technology Awards recognize the leading technologies and vendors in their area of expertise, through an auditable and transparent methodology underpinned by the input and experience of seven judges.
“We’re honored to be recognized as a leader for designing a product that enables investment professionals to have a deeper understanding of the risk, return and volatility in their portfolios,” said Marina Gross, Executive Vice President of Natixis’ Portfolio Research and Consulting Group. “The Portal further supports our commitment to delivering the tools and resources necessary to construct more durable portfolios that can help clients achieve their long-term investment goals.”
“We are very pleased to have been recognized for this innovative initiative with Natixis Global Asset Management,” said Boryana Racheva-Iotova, Global Head of Risk at BISAM. “The Portal enables Natixis to continue their high-touch portfolio research and consulting services with portfolio evaluations that identify challenges and opportunities in client portfolios, further empowering advisors to provide clear and direct communications to their clients.”
About Natixis Portfolio Clarity
Natixis Portfolio Clarity® is a portfolio consulting service provided by the company’s Portfolio Research and Consulting Group, where specialized consultants work with investment professionals who seek a deeper level of insight to build smarter portfolios, using sophisticated analytic tools to identify and quantify sources of risk and return. In the U.S., the Group has provided sophisticated quantitative analysis of more than 5,000 model investment portfolios for financial professionals over the past four years.
About Natixis Global Asset Management, S.A.
Natixis Global Asset Management serves thoughtful investment professionals with more insightful ways to understand and manage risk. Through our Durable Portfolio Construction® approach, we help them construct more strategic portfolios that seek to produce better outcomes in today’s unpredictable markets. We draw from deep investor and industry insights and partner closely with our clients to put objective data behind the discussion.
Natixis is ranked among the world’s largest asset management firms.1 Uniting over 20 specialized investment managers globally ($874.5 billion AUM2), we bring a diverse range of solutions tailored to meet every strategic challenge. From insight to action, Natixis helps our clients better serve their own with more durable portfolios.
Headquartered in Paris and Boston, Natixis Global Asset Management, S.A.’s assets under management totaled $874.5 billion as of June 30, 2016.2 Natixis Global Asset Management, S.A. is part of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Global Asset Management, S.A.’s affiliated investment management firms and distribution and service groups include Active Index Advisors;3 AEW Capital Management; AEW Europe; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management;5 Emerise;6 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; Managed Portfolio Advisors;3 McDonnell Investment Management; Mirova;7 Natixis Asset Management; Ossiam; Seeyond;7 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Global Asset Management Private Equity, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Visit ngam.natixis.com for more information.
Not all offerings are available in all jurisdictions.
1 Cerulli Quantitative Update: Global Markets
2016 ranked Natixis Global Asset Management, S.A. as the 16th largest
asset manager in the world based on assets under management ($870.3
billion) as of December 31, 2015.
2 Net asset value as of June 30, 2016. Assets under management (AUM) may include assets for which non-regulatory AUM services are provided. Non-regulatory AUM includes assets which do not fall within the SEC’s definition of ‘regulatory AUM’ in Form ADV, Part 1.
3 A division of NGAM Advisors, L.P.
4 A brand of DNCA Finance.
5 A subsidiary of Natixis Asset Management.
6 A brand of Natixis Asset Management and Natixis Asset Management Asia Limited, based in Singapore and Paris.
7 Operated in the U.S. through Natixis Asset Management U.S., LLC.