Institutional investors under pressure to balance short-term market moves and long-term mandates, finds Natixis Global Asset Management
- Confidence in ability to meet liabilities; however, generating sufficient, reliable returns with traditional asset allocations is challenging
- Perceived lack of tools and improvement in liability-driven investing solutions
- Alternatives and environmental, social and governance (ESG) investments viewed as source of risk-mitigated alpha
The Natixis Global Institutional Investor 2014 study is based on fieldwork carried out in 27 countries. Interviews were conducted in October and November with 642 senior decision makers working in institutional investment. Respondents were corporate, public and government pension funds; sovereign wealth funds; insurance companies; endowments and foundations; and other institutions.
The findings are published in a new whitepaper, Under Pressure: Facing up to the Challenge of Balancing Short-Term Perfomance Needs with Long-Term Liabilities by the Natixis Durable Portfolio Construction Research Center.
Now in its fifth year, the Durable Portfolio Construction Research Center conducts global surveys annually with institutional investors, individual investors and financial advisors. Nearly 7,500 respondents from across the Americas, Europe, Asia and the Middle East offer their views on timely investment issues, allowing Natixis to provide valuable insights to assist all investors over the long term. For more information, visit http://durableportfolios.com.
Natixis Global Asset Management is a multi-affiliate organization that offers a single point of access to more than 20 specialized investment firms in the U.S., Europe and Asia. The firm ranks among the world’s largest asset managers.1 Through its Durable Portfolio Construction® philosophy, the company is dedicated to providing innovative ideas on asset allocation and risk management that can help institutions, advisors and individuals address a range of modern market challenges.
Recognized as the #1 U.S. mutual fund family for 2013 performance in the annual Barron’s/Lipper Fund Family Ranking,2 Natixis Global Asset Management 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 $894.3 billion (€708.0 billion) as of September 30, 2014.3 Natixis 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; Active Investment Advisors;4 AEW Capital Management; AEW Europe; AlphaSimplex Group; Aurora Investment Management; Axeltis; Capital Growth Management; Darius Capital Partners; Dorval Finance;5 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; Managed Portfolio Advisors;4 McDonnell Investment Management; Mirova;6 Natixis Asset Management; Natixis Environment & Infrastructure Luxembourg; Ossiam; Reich & Tang Asset Management; Seeyond;7 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.
Natixis Global Asset Management also includes business development units located across the globe, including NGAM UK Limited, which is authorised and regulated by the UK Financial Conduct Authority and NGAM S.A.
The information contained herein is provided solely for information only and does not constitute a solicitation to buy or an offer to sell any financial products or services.
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. The Fund Family represents U.S. domiciled funds that are not available for investment to non-U.S. persons. When this communication is provided outside of the U.S., it is done only to provide supplemental information about the expertise of Natixis Global Asset Management and its affiliates.
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.
4 Division of NGAM Advisors, L.P.
5 An affiliate of Natixis Asset Management.
6 A subsidiary of Natixis Asset Management.
7 A global investment unit of the Natixis Asset Management organization, operated in the U.S. through Natixis Asset Management U.S., LLC
Press Relations, Natixis
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