Exchange-traded funds | Natixis Investment Managers

Investors are faced with various unknowns in all market environments – from interest rate fluctuations to inflation to geopolitical conflicts to market volatility. Although we can’t be immune to all these challenges, arming oneself with a flexible, actively managed investment solution that can adapt to changing opportunities and risks can be a sensible starting point.

An active investment approach empowers managers to pursue growth opportunities, provide diversification, manage risk, and potentially outperform market indices. We continue to evolve our offering and provide competitive choices in the exchange-traded fund (ETF) space with our investment managers: Gateway Investment Advisers; Harris | Oakmark; Loomis, Sayles & Company; and Vaughan Nelson Investment Management.

Our active ETF solutions

Ticker

GQI

Income-oriented equity strategy that combines a diversified portfolio of high-quality US equity securities with an index-option selling overlay program that generates robust distributable cash flow to shareholders.

Total net assets

$133.85 million

as of 12/20/2024

Morningstar category

Derivative Income

View fund details

Ticker

LSGR

High-conviction US stock ETF run by Aziz Hamzaogullari. Focuses on companies believed to have sustainable competitive advantages, difficult-to-replicate business models, and sustainable and profitable growth when they trade at a significant discount to intrinsic value.

Total net assets

$305.25 million

as of 12/20/2024

Morningstar category

Large Growth

View fund details

Ticker

VNSE

High-conviction US stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

Total net assets

$19.19 million

as of 12/20/2024

Morningstar category

Large Blend

View fund details

Ticker

OAKM

Focused, actively managed U.S. large cap value ETF that invests in quality companies priced at a discount to the experienced team’s estimate of intrinsic value.

Total net assets

$37.49 million

as of 12/20/2024

View fund details

Why active ETFs?

We already know that ETF investing can provide superior liquidity, lower costs, and greater tax efficiency relative to some other investment vehicles. Active ETFs can offer the added potential for enhanced risk-adjusted returns based on a skilled portfolio manager’s decision-making and investment process.

Although active managers are, of course, challenged when navigating elevated market volatility, their investment insights are supported by proprietary research resources and a team of research analysts to opportunistically select investments with the most compelling risk/reward profiles. In fact, for portfolio managers whose strategies follow a long-term time horizon, short-term market volatility can also be viewed as an opportunity to buy stocks or bonds of quality companies at discounted prices.

At Natixis, our active ETF approach combines renowned investment research and active investment managers with the benefits of an ETF solution: cost-conscious, tax-efficient intraday trading, and active fund manager insights.

Learn more about the Natixis active ETF approach:

Pinpointing opportunity. Managing risk.

1.33 MB

video

Equities

Focused on value: OAKM Oakmark U.S. Large Cap ETF

Value investing veteran Bill Nygren describes the key differentiators investors can expect from their first active ETF: OAKM.

video

Equities

Manager Spotlight: Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari discusses his background, growth equity approach, key differentiators and industry predictions.

Portfolio construction

Three tips for trading ETFs

Trading ETFs can be different from buying and selling individual securities – here are three important tips to consider for ETF trading.

Before investing, carefully consider the fund's investment objectives, risk, charges, and expenses. Visit im.natixis.com for a prospectus or a summary prospectus containing this and other information. Read it carefully before investing.

RISKS: ETF General Risk: Exchange-traded funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the fund and are bought and sold on the secondary market at market price, which may be higher or lower than the ETF's net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. Active ETF Risk: Unlike typical ETFs, there are no indexes that the fund attempts to track or replicate. Thus, the ability of the fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing. Equity Securities Risk: Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Foreign Securities Risk: Foreign securities may involve heightened risk due to currency fluctuations. Additionally, they may be subject to greater political, economic, environmental, credit, and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. Currency Risk: Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund's investments to decline. Small- and Mid-Cap Stocks Risk: Investments in small and midsize companies can be more volatile than those of larger companies.

ALPS Distributors, Inc. (Member FINRA) is the distributor for Natixis ETFs. ALPS Distributors, Inc. is not affiliated with Natixis Investment Managers. Natixis Distribution, LLC (Member FINRA | SIPC) is a marketing agent.

Harris Associates L.P. is the Fund’s investment adviser. The Oakmark ETFs are distributed by Foreside Fund Services, LLC. Harris Associates L.P. and Harris Associates Securities L.P. are not affiliated with Foreside Fund Services, LLC.

OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates in the U.S. and/or other countries.

Natixis Distribution, LLC (Member FINRA | SIPC), is a marketing agent for the Oakmark Funds and Oakmark ETF.

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Active ETFs

Our active ETF solutions

Why active ETFs?

Learn more about the Natixis active ETF approach:

ETF investing insights