Natixis Expands Canadian Mutual Fund Offering to Help Investors Meet Portfolio Diversification Needs
Natixis Global Asset Management announced the availability of four new strategies, in Canada, investing in U.S. Equity, International Equity, Strategic Income and Low Volatility Equity. Natixis, one of the world’s largest asset managers1, brings investment philosophies from three of its U.S. affiliate managers to the Canadian market. Through these funds, Harris Associates, based in Chicago, Illinois, Loomis Sayles & Company, based in Boston, Massachusetts, and Gateway Investment Advisers, based in Cincinnati, Ohio, offer access to strategies which may help Canadian investors build diversified portfolios and manage through multiple market cycles. The funds are available as of September 17, 2015.
“Given the potential for increased market volatility, investors are looking for ways to build a more durable portfolio,” said John Hailer, Chief Executive Officer of Natixis Global Asset Management for the Americas and Asia. “These new funds will give investors potential sources of diversification to help meet their long-term goals, while managing risk in challenging market environments.”
Harris Associates, founded in 1976, is known for its stock selection and investment process, entailing disciplined, intensive, fundamental analysis to build portfolios focused on the intrinsic value of a corporation. Oakmark is the retail fund brand for Harris Associates.
Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management.
Gateway Investment Advisers, established in 1977, is experienced in index options markets and seeks to capture the majority of the returns associated with equity market investments, while seeking to expose investors to less risk than other equity investments.
The funds are available through the manager of the funds, NGAM Canada L.P., previously known as NexGen Financial Limited Partnership. Natixis acquired NexGen in December 2014.
For more information about the new funds and to find the funds’ prospectus, please visit http://www.nexgenfinancial.ca/
1: Cerulli Quantitative Update: Global Markets 2015 ranked Natixis Global Asset Management, S.A. as the 17th largest asset manager in the world based on assets under management ($890 billion) as of 31 December 2014. Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.