Natixis Investment Managers

What Natixis Investment Managers does

Natixis Investment Managers is the multi-affiliate global asset management arm of Groupe BPCE, the second-largest banking group in France, headquartered in Paris with its US base in Boston. The firm manages $1,452.8B (€1,261.0B) in assets under management as of March 31, 2026, ranking 20th globally on the IPE Top 500 Asset Managers 2025, and operates through more than 15 affiliated investment managers covering equities, fixed income, real estate, sustainable investing, private markets, and multi-asset solutions. Core affiliates include Loomis Sayles ($417.9B AUM, active fixed income and equities), Mirova (€34.2B, sustainable investing), Flexstone Partners ($12B pre-acquisition, private markets), Harris | Oakmark (value equities), AEW (real estate), and Gateway Investment Advisers (tax-aware overlay), with newer additions such as Vaughan Nelson, DNCA Investments, Ossiam, Ostrum Asset Management, WCM Investment Management, and Vauban Infrastructure Partners.

The firm distributes investment products through Natixis Distribution LLC (a US FINRA-registered broker-dealer), Natixis Investment Managers International (France), and affiliated distribution entities across Europe and Asia, with new ETF products listed on NYSE Arca and historical channel partnerships with platforms such as Edward Jones. Revenue is generated almost entirely through asset-based management fees on mutual funds, ETFs, separately managed accounts, model portfolios, and collective investment trusts, supplemented by front-end sales charges on Class A mutual fund shares (up to 5.75%) and 1.00% contingent deferred sales charges on Class C shares. Technology infrastructure centers on an Adobe Workfront / Workfront Fusion / Seismic content automation framework that lifted automation coverage from 0% to 80% in under a year, and on dual share class SEC approvals enabling mutual fund-to-ETF conversions. The customer base spans 2,950+ financial advisors across 23 countries, 515 surveyed institutional investors managing $29.9T collectively, and high-net-worth individuals through HNW-targeted separate accounts and model portfolios.

Name

Natixis Investment Managers

Legal name

Natixis Investment Managers

Website

https://im.natixis.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Natixis Investment Managers is a Paris-headquartered, Groupe BPCE-owned global asset manager operating through 15+ affiliates including Loomis Sayles and Mirova, managing $1,452.8B in assets and serving financial advisors, institutional investors, and HNW individuals across 23 countries.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Open-End Investment Funds (52591)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Evergreen / Open-Ended Multi-Manager Platforms (FSANAGAM), Index Mutual Funds (Non-ETF) (FSAAAEAE), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

Keywords

• Asset management services
• Investment management
• Mutual funds
• Exchange-traded funds
• Wealth management solutions

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Management Fees: Generates revenue through management fees charged on assets under management across its multi-affiliate platform. AUM of $1,452.8 billion (€1,261.0 billion) as of March 31, 2026 across affiliated investment management firms including AEW, DNCA Investments, Flexstone Partners, Gateway Investment Advisers, Harris | Oakmark, Loomis Sayles, Mirova, and others.
2. ETF Distribution: Revenue from distribution and management of exchange-traded funds including Natixis Loomis Sayles Total Return Bond ETF (LSTB) and Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP), each with 0.39% expense ratios.
3. Mutual Fund Distribution: Offers Class A shares (front-end sales charge based on investment size) and Class C shares (1.00% CDSC within one year) for mutual funds distributed through Natixis Distribution, LLC. Sales charges vary by fund category including alternatives, equity, multi-asset, and income funds.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Natixis Investment Managers is a multi-affiliate global asset management firm that distributes active investment strategies through 15+ independent investment managers spanning equities, fixed income, real estate, private equity, and sustainable investing. It offers a broad range of vehicles including mutual funds, ETFs, separately managed accounts (SMAs), model portfolios, collective investment trusts (CITs), and direct indexing solutions. The firm serves financial professionals, institutional investors, and individual investors with combined AUM of approximately $1,452.8 billion as of March 31, 2026.

Product overview

Natixis Investment Managers operates a multi-affiliate platform connecting clients to more than 15 independent investment managers with over $1.4 trillion in assets under management. The firm offers a diversified product suite including mutual funds, exchange-traded funds (ETFs) including the newly launched Natixis Loomis Sayles Total Return Bond ETF (LSTB) and Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP), separately managed accounts, model portfolios, and collective investment trusts. Investment solutions include direct indexing, multi-asset portfolios, institutional overlay services, and portfolio analysis and consulting. The platform is organized around affiliated investment managers including Loomis Sayles (fixed income), Mirova (sustainable investing), Flexstone Partners (private markets), Gateway Investment Advisers (tax overlay), Harris | Oakmark (equity), AEW (real estate), and Vaughan Nelson Investment Management, each focusing on distinct investment styles and disciplines.

Differentiator

Problem solved

Functional benefit

Brands

• AEW: Real estate investment management firm
• Flexstone Partners
• Gateway Investment Advisers
• Harris | Oakmark
• Loomis, Sayles & Company
• Mirova
• Natixis Center for Investor Insight
• The Students Challenge
• DNCA Investments
• Vaughan Nelson Investment Management
• WCM Investment Management
• VEGA Investment Solutions
• Ostrum Asset Management
• Ossiam
• Naxicap Partners
• Seventure Partners
• Vauban Infrastructure Partners
• Investors Mutual Limited

Products and services

• Active Mutual Funds Open-end mutual funds distributed across share classes (A, C, I, N, R, Y) covering active equity, fixed income, multi-asset, and alternative strategies for financial professionals, institutional investors, and individual investors.
• Exchange-Traded Funds (ETFs) Actively managed ETFs listed on NYSE Arca providing exposure to fixed income, equity, and multi-asset strategies; offered to advisors, institutional, and self-directed investors.
• Separately Managed Accounts (SMAs) Customized single-manager portfolios delivered through SMA platforms for advisors and institutional clients seeking tailored active exposures across equity, fixed income, and multi-asset mandates.
• Model Portfolios Multi-manager model portfolio solutions blending strategies from multiple Natixis IM affiliates for use on advisor and UMA platforms, addressing outcomes such as growth, income, and risk-managed allocations.
• Collective Investment Trusts (CITs) Bank-maintained collective investment trusts that deliver active strategies from Natixis IM affiliates to defined contribution and defined benefit retirement plans.
• Direct Indexing Personalized direct indexing solutions for advisors and their clients seeking tax-loss harvesting, customization, and active factor exposure at the individual security level.
• Multi-Asset Portfolios Outcome-oriented multi-asset portfolios combining affiliate capabilities across equities, fixed income, and alternatives to meet specific risk, return, or income objectives for intermediary and institutional clients.
• Sustainable and Impact Investing Strategies (Mirova) ESG and impact-focused equity, fixed income, and private strategies offered through the Mirova affiliate for institutional, intermediary, and individual investors.
• Real Estate Strategies (AEW) Real estate investment capabilities across core, value-add, and debt strategies delivered by the AEW affiliate for institutional clients.
• Private Markets Strategies (Gateway, Flexstone Partners)

Quantifiable outcome

• AUM of $1,452.8 billion (€1,261.0 billion) as of March 31, 2026
• +3 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability3 records

Feature1 record

Partnerships

Six partnerships are on record, tiered core, flagship and minor.

• Loomis, Sayles & CompanycoreStrategic or Co-development Partner · 24 June 2026Loomis Sayles, an affiliate of Natixis Investment Managers with $417.9 billion AUM, collaborated on launching two new actively managed fixed income ETFs: Natixis Loomis Sayles Total Return Bond ETF (LSTB) and Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP). The ETFs extend Loomis Sayles' established active bond investing capabilities into ETF vehicles aligned with flagship mutual fund offerings representing approximately $25 billion in combined assets. Loomis Sayles manages both ETFs with separate portfolio management teams.
• Glouston Capital PartnersflagshipStrategic or Co-development Partner · 17 June 2026Flexstone Partners (Natixis IM affiliate with $12 billion AUM) agreed to acquire Glouston Capital Partners, a Boston-based private equity secondaries manager with $3.4 billion AUM, creating a combined platform managing more than $15 billion in assets. The transaction brings together Flexstone's global primary and co-investment capabilities with Glouston's North American middle-market secondary expertise. Glouston's six partners will roll substantial equity into the combined firm and become Managing Partners of Flexstone, ensuring alignment of interest.
• Edward JonesflagshipChannel Partner/ Reseller/ Distributor · 17 February 2026Edward Jones completed acquisition of Natixis Investment Managers' Overlay Management Services capabilities on February 17, 2026, bringing U.S.-based Unified Managed Accounts services in-house. Edward Jones also announced a new technology relationship with Moment (fixed income trading platform) providing portfolio proposal tools and cash flow optimization capabilities. Edward Jones serves over 9 million clients in the U.S. and Canada.
• FactSetminorStrategic or Co-development Partner · 1 November 2025FactSet partnered with Natixis Investment Managers for The Students Challenge, a virtual portfolio management competition targeting students worldwide. The competition involves managing a $100 million multi-asset portfolio with ESG focus, with registration opening November 2025 and finals scheduled for June 2026 in Paris.
• Morningstar SustainalyticsminorStrategic or Co-development Partner · 1 November 2025Morningstar Sustainalytics partnered with Natixis Investment Managers for The Students Challenge, providing ESG data and analytics for the virtual portfolio management competition targeting students worldwide with $100 million multi-asset portfolio management focus.
• AdobecoreTechnology or Integration · 1 January 2024Natixis Investment Managers partnered with Adobe to implement an automated content distribution framework using Workfront, Workfront Planning, Workfront Fusion, Adobe Experience Manager Assets, and Seismic. The transformation addressed operational bottlenecks from over 2,500 pieces of content moving through the supply chain annually. In under a year, automation coverage surged from 0% to 80%, reducing time-to-market from hours to seconds while maintaining governance and compliance.

Scale indicators13 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Nuveen (TIAA): Nuveen is a large multi-affiliate asset manager owned by TIAA with deep expertise in fixed income, real estate (AEW peer), and responsible investing. Comparable mix of active strategies across public and private markets, and similar institutional/intermediary distribution.
• Franklin Templeton: Franklin Templeton manages ~$1.5T AUM with a multi-affiliate model (Franklin, Templeton, Legg Mason brands) — directly analogous to Natixis IM's boutique structure. Overlap is strongest in fixed income, alternatives, and global multi-affiliate distribution to advisors and institutions.
• Invesco: Invesco is one of the largest publicly listed global asset managers with ~$1.6T AUM and a multi-affiliate/brand structure (Invesco, QQQ, Powershares heritage). Comparable scale, ETF focus, and global institutional and intermediary distribution make it a direct competitor in active fixed income and equity.
• abrdn (Aberdeen Standard Investments): abrdn is a global multi-affiliate asset manager with significant fixed income, equity, and alternatives franchises. Similar global footprint across UK/Europe/APAC and overlap with Natixis IM in mutual funds, multi-asset solutions, and institutional consulting.
• PIMCO: PIMCO is a global active fixed income specialist owned by Allianz, with ~$2T AUM and strong ETF presence. Directly comparable to Loomis Sayles within the Natixis IM platform for active fixed income mandates, ETFs, and institutional separately managed accounts.

Broad incumbents

• Legg Mason (legacy, now part of Franklin Templeton): Legg Mason historically operated a multi-affiliate model analogous to Natixis IM; now integrated into Franklin Templeton. Relevant as a structural comparison for the boutique-at-scale thesis and the integration challenges that follow.
• BlackRock: BlackRock is the world's largest asset manager (~$10T AUM) with dominant iShares ETF franchise. Not a direct affiliate-model competitor, but the dominant scale player in ETFs and institutional asset management against whom Natixis IM competes for mandates and flows.
• Vanguard: Vanguard is the largest mutual fund/ETF complex globally with low-cost passive and increasingly active offerings. Represents the secular headwind facing active managers like Natixis IM through fee compression and the ongoing shift to passive vehicles.
• BNY Mellon Investment Management: BNY Mellon Investment Management operates a multi-affiliate structure (Insight, Newton, ARK, Walter Scott, etc.) directly analogous to Natixis IM. Owned by a major banking parent (BNY Mellon) — similar ownership structure and overlap in active equity, fixed income, and ESG strategies.

Regional players

• Allianz Global Investors (AllianzGI): AllianzGI is a European-headquartered multi-affiliate asset manager within the Allianz Group, with strong fixed income and multi-asset capabilities. Comparable European parent-bank ownership and overlap with Natixis IM in EMEA institutional and intermediary channels.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/natixis-investment-managers
• Xx.com/NatixisIM

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries22 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Natixis Investment Managers