BOSTON--(BUSINESS WIRE)--Natixis Investment Managers (Natixis) today announced that it has unified several sub-branded businesses related to direct indexing, overlay, and multi-asset portfolios along with its consulting business under a single division called “Natixis Investment Managers Solutions.” The combined business has $45 billion in assets under administration1 and will be led by co-heads Curt Overway and Marina Gross.
“The tremendous growth of our business has led to a need for a more streamlined approach. We are confident that the newly unified Natixis Investment Managers Solutions will offer clients an even better experience while helping them continue to meet long-term financial goals,” said David Giunta, CEO of Natixis Investment Managers in the US.
As a result, the firm’s direct indexing capabilities, formerly housed in its Active Index Advisors (AIA) division, will now be provided as part of Natixis Investment Managers Solutions and the AIA name as a division will be retired. Similarly, the Integrated Portfolio Implementation® capability, formerly under Managed Portfolio Advisors (MPA), will now be offered by the new division, and the name MPA will be retired. The changes will be seamless for clients and their accounts as well as their legal contracts, and all current Natixis employees of the individual sub-brands have become employees of the unified business division.
In addition to direct indexing and integrated portfolio implementation, the combined Natixis Investment Managers Solutions division provides capabilities such as model portfolios, which encompass standard and customized strategies managed by specialized teams. Model portfolios offer a more consistent investment process for clients, and allow advisors more time to address client needs. Also within the newly combined business sits the Natixis Sustainable Future Funds®, which are designed for retirement investors who want to generate sustainable long-term returns. The Funds combine a sophisticated “through retirement” allocation glidepath with a focus on ESG investing. Beyond this, the division offers Institutional Overlay and portfolio analysis and consulting services to our clients.
“Natixis has been a leading provider of innovative investment solutions for nearly two decades. Bringing these capabilities together under one roof as Natixis Investment Managers Solutions represents our continued efforts to deliver best-in-class investment solutions for our clients,” said Curt Overway, Co-Head of Natixis Investment Managers Solutions.
“By unifying our innovative products and investment solutions under the leadership of a single team, we are seeking to provide the most seamless, top-notch experience for our clients,” said Marina Gross, Co-Head of Natixis Investment Managers Solutions.
1 Assets under Administration 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. As of June 30, 2021. 3645173.2.1
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers. Ranked among the world’s largest asset managers1 Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles. The firm is dedicated to advancing sustainable finance and developing innovative Environmental, Social, and Governance (ESG) products. Natixis Investment Managers consults and partners with its clients and offers insight on markets and assumptions to better align strategies with long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is wholly-owned by Natixis. Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms include AEW; Alliance Entreprendre; AlphaSimplex Group; DNCA Investments;2 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Managers;3 and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-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.
1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2019.
2 A brand of DNCA Finance.
3 A wholly-owned subsidiary of Natixis Wealth Management.