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Natixis Global Asset Management Named #1 U.S. Fund Family in Annual Barron’s/Lipper Ranking

February 10, 2014

Affiliated investment managers Loomis, Sayles & Company and Harris Associates bolstered NGAM’s strong showing in several fund categories

BOSTON--(BUSINESS WIRE)-- Natixis Global Asset Management (NGAM) has been selected as the top U.S. mutual fund family based on an evaluation of 2013 performance, according to the annual Barron’s/Lipper ranking of U.S. mutual fund families. The Fund Family Ranking, presented jointly by Barron’s and Lipper, is recognized as one of the leading mutual fund rankings in the industry.

“We are proud to be recognized as the top fund family in the U.S.,” said John T. Hailer, chief executive officer of Natixis Global Asset Management in the Americas and Asia. “This is a reflection of our talented team and innovative, multi-affiliate business model, which is built on a commitment to durable portfolio construction. This model is designed to perform well in all market environments through diversification and long-term focus.”

NGAM provides a single point of access to a diverse group of investment managers whose funds provide the foundation for building more durable portfolios that can weather a variety of market cycles and economic environments. The firm’s diverse strategies use a disciplined, long-term approach and draw on the expertise of many skilled managers and analysts.

“Today, we congratulate all of our U.S. affiliate managers for their performance and for not losing sight of their long-term disciplines throughout volatile market environments,” said Hailer. “And while the Barron’s/Lipperranking recognizes the performance of our U.S. funds, it is a true testament to the strength of our multi-affiliate model and the power of our global organization.”

How Barron’s/Lipper ranked the fund families

One-year Barron's/Lipper fund family ranking based on 64 qualifying fund companies. Each fund family must have at least three funds in Lipper's general U.S.-stock category, one world (global and international), one mixed-asset/balanced (stocks and bonds), two taxable and one tax-exempt fund, and funds must have a one-year performance record. Past performance is no guarantee of future results.

For more details visit ngam.natixis.com/TopFundFamily.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Visit ngam.natixis.com or call 800-225-5478 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, S.A. is one of the 15 largest asset managers in the world based on assets under management.1 Its affiliated asset management companies provide investment products that seek to enhance and protect the wealth and retirement assets of both institutional and individual investor clients. Its proprietary distribution network helps package and deliver its affiliates’ products around the world. Natixis Global Asset Management, S.A. brings together the expertise of multiple specialized investment managers based in Europe, the United States and Asia to offer a wide spectrum of equity, fixed-income and alternative investment strategies.

Headquartered in Paris and Boston, Natixis Global Asset Management, S.A.’s assets under management totaled $838.2 billion (€619.3 billion) as of September 30, 2013.2Natixis 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 Absolute Asia Asset Management; AEW Capital Management; AEW Europe; AlphaSimplex Group; Aurora Investment Management; Capital Growth Management; Caspian Private Equity; Darius Capital Partners; Gateway Investment Advisers; H2O Asset Management; Hansberger Global Investors; Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; McDonnell Investment Management; Natixis Asset Management; Ossiam; Natixis Environnement & Infrastructure Luxembourg; Reich & Tang Asset Management; Snyder Capital Management; Vaughan Nelson Investment Management; and Vega Investment Managers. Visit ngam.natixis.com for more information.

1 Cerulli Quantitative Update: Global Markets 2013 ranked Natixis Global Asset Management, S.A. as the 15th largest asset manager in the world based on assets under management as of December 31, 2012.

2Assets 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.

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Natixis Global Asset Management

David Snowden, 617-449-2507

david.snowden@ngam.natixis.com

Source: Natixis Global Asset Management


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