Natixis Global Asset Management

Firm Profile

Natixis Global Asset Management ($875.4 billion)1 is a multi-affiliate organization that offers a single point of access to more than 20 specialized investment firms in the Americas, Europe, and Asia. The firm ranks among the world’s largest asset managers. 2 Through its Durable Portfolio Construction (R) 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.

KEY CONTACTS
Matthew Garzone, (617) 449-2509, matthew.garzone@ngam.natixis.com

WEBSITE
www.NGAM.Natixis.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250 million)

TOTAL AUM ($MM)
As of 6/30/16: $177,509MM
As of 12/31/15: $183,731MM
As of 6/30/15: $199,308MM
As of 12/31/14: $188,275MM
As of 12/31/13: $162,587MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/16: $22,311MM
As of 12/31/15: $24,324MM
As of 6/30/15: $26,967MM
As of 12/31/14: $26,053MM
As of 12/31/13: $24,413MM

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors and institutional, target-date evaluation tools, training for DC plan sales/service, investment committee meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 5/59
1 Net asset value as of June 30, 2016. 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 U.S. Securities and Exchange Commission’s definition of ‘regulatory AUM’ in Form ADV, Part 1.

2 Cerulli Quantitative Update: Global Markets 2016 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management ($870.3 billion) as of December 31, 2015.