Most Generous Employees
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the 12th time in 13 years.1
Largest Charitable Corporation
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal placing 52nd out of 96 firms.1
LSEG Lipper Fund Awards 2024 (US):
Harris Associates/Oakmark Funds and Natixis Advisors funds earned accolades for achieving consistently strong risk-adjusted performance relative to their peers for the period ending November 30, 2023. LSEG announced award and certificate recipients on March 14, 2024, including the following:2
- Oakmark Equity and Income, Institutional Class [OANBX] – Ranked best Mixed-Asset Target Allocation Moderate Fund for the three-year period (127 eligible US funds, 544 share classes).
- Natixis Oakmark Fund, N Class [NOANX] – Ranked best Mid-Cap Value Fund for the five-year period (174 eligible US funds, 542 share classes).
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Ted Meyer
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Kelly Cameron
Denise Robbi
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1 In September 2024, the Boston Business Journal hosted its annual Corporate Citizenship Awards that convened business leaders on the topics of corporate philanthropy and social responsibility. Natixis Investment Managers and its Boston-based associates earned the following accolades: Named a 2024 Largest Corporate Charitable Contributor (52nd out of 96 firms with more than $1 million charitable donations to Massachusetts-based organizations in 2023), and the Most Generous Employees distinction (average $1,327 donation per Boston-based associate in 2023).
2 LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. LSEG Lipper Fund Awards, © 2024 LSEG. All rights reserved. Used under license. Methodology: The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper’s proven proprietary methodology. Past performance is no guarantee of future results.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.
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