Asset Managers (Separate Accounts, SRI)

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 Global Asset Management is ranked among the world’s largest asset management firms.

1 Uniting over 20 specialized investment managers globally ($895.6 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.


Managed Portfolio Advisors Partners with BNY Mellon’s Pershing

In April 2017, Curt Overway and Managed Portfolio Advisors, a San Francisco-based affiliate of Natixis Global Asset Management, entered into a partnership with BNY Mellon’s Pershing to create a Unified Managed Account (UMA) program to both firms’ clients. This agreement marries MPA’s overlay management capabilities with Pershing’s technology platform, which offers tools, reporting functionality and custodial services. MPA’s overlay management techniques are intended to harmonize an investor’s separately managed account strategies and other investment vehicles. The combined offering will drive increased efficiencies for clients, and allow for enhanced resources and accessibility. Ultimately, MPA’s robust overlay services and sophisticated tax management capabilities can help Pershing’s clients take full advantage of the UMA structure. In turn, combining the capabilities of the two firms allows Pershing to deliver a high degree of customization and efficiency to their clients.

Natixis Sustainable Future Funds

In March 2017, Natixis Global Asset Management launched the firm’s first target-date mutual fund series called the Natixis Sustainable Future Funds, whichare the industry’s first target-date funds focused on ESG investing. With data from the Durable Portfolio Construction Research Centershowing most investors eager to invest in companies with strong ESG track records, Natixis identified a unique opportunity to leverage Mirova’s 30 years of responsible investment experience to enter a highly competitive target-date fund market. Mirova looks to invest in ESG-minded companies that are targeting megatrends such as population growth, climate change and financial system evolution, among others. Natixis Global Asset Management’s multi-affiliate model also was crucial to creating the funds, which include investment strategies managed by Active Index Advisors and Loomis Sayles. In addition, Wilshire Associates was selected to manage the funds “through retirement” glidepath and asset allocation strategies.

Category Finalists

Asset Managers: Separate Accounts

Key Business Leader

Curt Overway
President, Managed Portfolio Advisors & Active Index Advisors

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