Press Release

Natixis Investment Managers joins the Retirement Advisor Council

Issued by Retirement Advisor Council

Aug. 7, 2024

We are pleased to announce that Natixis Investment Managers, ranked among the world’s largest asset managers1 with more than $1.3 trillion assets under management2, has joined the Retirement Advisor Council as a Member Investment Manager.

Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles. The firm partners with financial advisors in order to understand their unique needs and provide insights and investment solutions tailored to the long-term goals of their clients. It will be represented by Bill Slimbaugh, Managing Director of Retirement Strategies at Natixis Investment Managers..

“We are excited to be joining the Retirement Advisor Council as a Member Investment Manager. In June 2024, a new generation (Generation X, born between 1965 and 1980) turned 59 ½ and they are now able to begin withdrawing their retirement savings without penalty. It’s more critical than ever to help people work towards a secure retirement in the face of increasing challenges. We believe this issue is one of the most pressing and important mandates for the financial services industry, and we’re thrilled to work with our industry peers on the Retirement Advisor Council in helping people to retire with dignity,” says Slimbaugh.

About Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers1 with more than $1.3 trillion assets under management2 (€1.2 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.

Headquartered in Paris and Boston, Natixis Investment Managers is part of the Global Financial Services division of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks. Natixis Investment Managers’ affiliated investment management firms include AEW; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.linkedin.com/company/natixis-investment-managers.

Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers; Natixis Investment Managers S.A. (Luxembourg); Natixis Investment Managers International (France); and their affiliated distribution and service entities in Europe and Asia.

1 Cerulli Quantitative Update: Global Markets 2023 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2022. 2 Assets under management (“AUM”) of current affiliated entities measured as of March 31, 2024, are $1,321.9 billion (€1,224.9 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers. 3 A brand of DNCA Finance.

About The Retirement Advisor Council

Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management.  The Council accomplishes this mission by:

• Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
• Sharing professional standards with plan sponsors who are responsible for the success of their plans.
• Providing collective thought capital to decision makers, product providers, legislators, and the public.
• Giving voice to the retirement plan advisor community.
• Offering tools to evaluate advisors to ensure the quality of services provided.

Find out more about the Retirement Advisor Council at www.retirementadavisor.us

Retirement Advisor Council is a brand of EACH Enterprise, LLC. 

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