Natixis Advisors, L.P.
Natixis Advisors, LLC (formerly Natixis Advisors, L.P.) is a Boston-based registered investment adviser providing discretionary and non-discretionary investment management and advisory services to both individual and institutional clients. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers, which is ultimately owned by BPCE, France’s second largest banking group. Natixis employs a significant number of professionals (with several hundred supported by its parent in North America) and serves a diverse array of clients, including individuals, pension plans, charitable organizations, investment companies, and corporations. Services extend to portfolio management, unified managed account portfolio construction, and proprietary direct indexing strategies, among others. The firm also has a secondary office in San Francisco.
Investment Strategy
Natixis Advisors employs a diversified, multi-strategy approach leveraging both proprietary and non-proprietary mutual funds, separately managed accounts, and ETFs. Its investment process integrates fundamental, charting, and cyclical analysis to construct portfolios aligned with client objectives, whether for individuals or institutions. The firm also specializes in advisory mandates for investment companies, unified managed account portfolio construction, multi-asset portfolios, and direct indexing. Additionally, Natixis provides portfolio analysis and consulting services for investment professionals, often using a multi-affiliate model to tap into specialist managers globally.
Top Holdings
Equity Positions (1,579)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.84% | $3.05B | 6,126,954 | $282.63 | $497.41 | +$1.12B |
N NVDA | NVIDIA CORP | 4.33% | $2.73B | 17,262,446 | $34.13 | $157.99 | +$1.10B |
A AMZN | AMAZON.COM INC | 2.97% | $1.87B | 8,533,075 | $132.12 | $219.39 | +$374.4M |
A AAPL | APPLE INC | 2.54% | $1.60B | 7,808,792 | $161.82 | $205.17 | -$333.1M |
M META | META PLATFORMS INC | 2.33% | $1.47B | 1,987,127 | $286.57 | $738.09 | +$391.7M |