News Column

Natixis Global Asset Management Launches Seeyond? Multi-Asset Allocation Fund

July 23, 2014

Fund differentiated by investing in volatility as an asset class

BOSTON--(BUSINESS WIRE)-- Natixis Global Asset Management (NGAM) announced today the launch of a core global tactical asset allocation fund that invests in stocks, bonds and volatility as an asset class. The fund offers the potential benefit of greater diversification by integrating equity volatility as an asset class along with traditional asset classes. In the fund, equity volatility can be used to manage risk or to seek returns in different types of environments. This ability can be especially valuable to investors during market downturns.

“The Seeyond Multi-Asset Allocation Fund can provide investors with a range of benefits. The fund can be used as a stand-alone core allocation that seeks to outperform a benchmark of global equities and bonds,” said David Giunta, president and chief executive officer, Natixis Global Asset Management – U.S. Distribution. “It can also be used to provide additional diversification in volatile markets.”

The fund’s management team specializes in active volatility investing in Europe and has an established reputation in dynamic asset allocation. The fund is based on a strategy that seeks to generate value through asset allocation, rather than individual security selection. Following this strategy, the management team invests in volatility as an asset class, just like stocks or bonds. Volatility investments include volatility index futures and equity index options and futures.

“We do not simply use volatility defensively,” said FrÉdÉric Babu, senior portfolio manager. “One common misperception of volatility is often akin to an insurance premium that can come at a high cost over the long term. Instead, the fund also uses volatility actively to extract value from volatility through the full cycle.”

The fund’s co-managers include:

  • FrÉdÉric Babu, senior portfolio manager with 19 years of experience and a background in hedge fund management, quantitative research and risk management;
  • Frank Trividic, senior portfolio manager with 21 years of experience in multi-asset portfolio management, financial engineering and quantitative research;
  • Didier Jauneaux, senior portfolio manager with 30 years of experience in money market and fixed-income management and asset allocation;
  • StÉphanie Bigou, senior portfolio manager with 16 years of experience in global cross-asset class research, quantitative research and emerging market fundamental research;
  • Simon Aninat, portfolio manager with 9 years of experience in volatility trading, financial engineering and quantitative analysis; and
  • Yufeng Xie, portfolio manager with 7 years of experience in quantitative analysis and portfolio structuring.

    The Fund is managed by Natixis Asset Management U.S., LLC and benefits from the expertise of SeeyondSM, a global investment unit of the Natixis Asset Management organization.

    About Natixis Global Asset Management, S.A.

    Natixis Global Asset Management, S.A. ranks among the world’s largest asset managers 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. Recognized as the #1 U.S. mutual fund family for 2013 performance in the annual Barron’s/Lipper Fund Family Ranking,2Natixis 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 $899.9 billion (€652.9 billion) as of March 31, 2014.3Natixis 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; Darius Capital Partners; Gateway Investment Advisers; H2O Asset Management; Hansberger Global Investors; Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; McDonnell Investment Management; Mirova Asset Management; Natixis Asset Management; Natixis Asset Management U.S., LLC; Ossiam; Natixis Environnement & Infrastructure Luxembourg; Reich & Tang Asset Management; Snyder Capital Management; 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.

    NGAM Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Global Asset Management, S.A.

    Natixis Asset Management U.S., LLC (“Natixis AM U.S.”), an SEC registered investment adviser and CFTC registered commodity trading adviser and commodity pool operator, is an indirect subsidiary of Natixis Global Asset Management, S.A. When managing a registered investment company, Natixis AM U.S. utilizes the portfolio management expertise of Seeyond, a global investment unit of the Natixis Asset Management organization.

    1 Cerulli Quantitative Update: Global Markets 2014 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management as of December 31, 2013.

    2 Barron's/Lipper 2013 one-year fund family ranking based on 64 qualifying U.S. 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 bond and one tax-exempt bond fund. Natixis was not ranked for the 5- and 10- year periods. Past performance is no guarantee of future results. For more details visit ngam.natixis.com/TopFundFamily.

    3 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.


    963724



    NATIXIS GLOBAL ASSET MANAGEMENT

    David Snowden, 617-449-2507

    david.snowden@ngam.natixis.com

    Source: Natixis Global Asset Management, S.A.


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