BOSTON--(BUSINESS WIRE)--Natixis Global Asset Management (Natixis) today announced that the Natixis Seeyond International Minimum Volatility ETF (Ticker: MVIN) began trading on the NYSE Arca. MVIN is Natixis’ first exchange-traded fund (ETF) available in the U.S. market.
The fund, an actively managed minimum volatility international equity investment strategy, uses the expertise of Seeyond, which is operated in the U.S. through Natixis Asset Management U.S., LLC. MVIN seeks to reduce risk through an investment process that focuses on the volatility and correlation of individual holdings. As an active manager, Seeyond will apply manager discretion at all steps of stock selection, including screening and portfolio rebalancing, based on quantitative inputs and qualitative factors. The investment strategy seeks long-term capital appreciation while lowering the volatility associated with international equities.
“We are excited to bring our active management expertise to the U.S. ETF market,” said John Hailer, CEO of Natixis Global Asset Management for the Americas and Head of Global Distribution. “Investors are increasingly interested in accessing our investment strategies through ETFs, and MVIN provides them an active strategy which can react to market events and seek to take advantage of opportunities with all the potential benefits of an ETF.”
MVIN seeks to improve risk-adjusted returns by actively mitigating equity volatility and exploiting behavioral biases. In a recent Natixis Global Asset Management Durable Portfolio Construction Research Center survey of financial advisors2, 66% of advisors agree that actively managed strategies are preferred to provide clients with risk-adjusted returns. The survey also showed that nearly 80% of advisors agree that these strategies will play an increased role in portfolios as volatility increases.
Natixis Asset Management U.S., LLC (Natixis AM U.S.) is subadvisor to the fund. Natixis AM U.S. is a subsidiary of Natixis Asset Management, which manages more than $364 billion1 in assets globally. The portfolio is co-managed by Nicolas Just, Frederic Babu, Juan Sebastian Caicedo and Alexander Nary. The net expense ratio for the fund is 0.55%.
For more information about the Natixis Seeyond Minimum Volatility ETF, visit http://ngam.natixis.com/ETFs.
1 AU M as of 06/30/2016.
2 Natixis’ 2016 financial advisor research was conducted in July 2016 with 300 financial advisors in the United States. The survey is part of a larger global study of 2,550 advisors in 15 countries and territories in Asia, Europe, Latin America, the United Kingdom and the Americas. For more information, visit http://durableportfolios.com.
ETFs trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than the ETF's net asset value. Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. Active ETF, unlike typical exchange-traded funds, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Foreign securities may involve heightened risk due to currency fluctuations. Additionally, they may be subject to greater political, economic, environmental, credit, and information risks. Foreign securities may be subject to higher volatility than U.S. securities, due to varying degrees of regulation and limited liquidity. Currency exchange rates between the U.S. dollar and foreign currencies may cause the value of the fund’s investments to decline.
The Advisor has agreed to limit the amount of the total annual fund operating expenses to 0.55% (exclusive of brokerage expenses, interest expense, taxes, acquired fund fees and expenses, etc.) in effect through April 30, 2018.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit ngam.natixis.com for a prospectus or a summary prospectus containing this and other information. Read it carefully.
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 Finance;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;5 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.
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 A brand of Natixis Asset Management.
About Natixis Asset Management U.S., LLC and Seeyond
Natixis AM U.S. provides access to investment solutions that benefit from the extensive resources of a leading European asset management group. Natixis AM U.S. launched in 2014, has $254 million assets under management as of June 30, 2016, is a subsidiary of Natixis Asset Management and utilizes the expertise of Seeyond, a global investment unit of the Natixis Asset Management organization.
SeeyondSM is dedicated to non-traditional investment strategies that specialize in extracting value from risk. Seeyond is known for its active quant investing and global asset allocation expertise. The firm manages over $16 billion in assets, as of June 30, 2016.
ALPS Distributors, Inc. is the distributor for the Natixis Seeyond International Minimum Volatility ETF. NGAM Distribution, L.P. is a marketing agent. ALPS Distributors, Inc. is not affiliated with NGAM Distribution, L.P.