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Natixis Investment Managers Announces Lower Risk Ratings and Distribution Changes

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TORONTO–(BUSINESS WIRE)–Natixis Investment Managers Canada LP (“Natixis”) today announced
several changes to its mutual fund offering. Natixis is:

  • lowering the risk rating for certain funds,
  • changing the distribution rates of certain funds.

Risk Rating Changes

Effective today, Natixis announces lower risk ratings of certain Natixis
Funds. These changes will be reflected in the renewal of the simplified
prospectus for the funds.

Natixis reviews the risk rating for each fund at a minimum on an annual
basis, as well as when a fund undergoes a material change. The changes
announced today are the result of its annual review and are not a result
of any change to the investment objectives, strategies or management of
the funds. The changes are a result of applying the methodology mandated
by the Canadian Securities Administrators to determine the risk level of
mutual funds.

             
Fund    

Current Risk
Rating

    New Risk Rating
Loomis Sayles Strategic Monthly Income Fund     Low to Medium     Low
Natixis Intrinsic Balanced Registered Fund     Medium     Low to Medium
Natixis Intrinsic Balanced Class     Medium     Low to Medium
Natixis U.S. Dividend Plus Registered Fund     Medium     Low to Medium
Natixis U.S. Dividend Plus Class     Medium     Low to Medium
Natixis Global Equity Registered Fund     Medium     Low to Medium
Natixis Global Equity Class     Medium     Low to Medium
       

Changes to Fixed Distribution Rates

As a result of Natixis’ annual review of distribution rates, effective
today, Natixis has changed the distribution per share paid on each
series of the Return of Capital and Dividend classes of the Natixis
Funds and of the Natixis Trust Fund listed in the charts below:

Return of Capital class

             
Fund    

Current Annual Distribution
Rate ($)

   

New Annual Distribution
Rate ($)

Oakmark International Natixis Class     0.66     0.54
       

Dividend class

             
Fund    

Current Annual Distribution
Rate ($)

   

New Annual Distribution Rate
($)

Oakmark International Natixis Class     0.66     0.54

Trust Funds

             
Fund    

Current Annual Distribution
Rate ($)

   

New Annual Distribution Rate
($)

Loomis Sayles Strategic Monthly Income Fund     0.50    

0.42

       

About Natixis Investment Managers
Natixis Investment
Managers serves financial professionals with more insightful ways to
construct portfolios. Powered by the expertise of 24 specialized
investment managers globally, we apply Active Thinking® to
deliver proactive solutions that help clients pursue better outcomes in
all markets. Natixis Investment Managers ranks among the world’s largest
asset management firms1 with $960.3 billion / €855.4 billion
AUM.2

Headquartered in Paris and Boston, Natixis Investment Managers is a
subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a
subsidiary of BPCE, the second-largest banking group in France. Natixis
Investment Managers’ affiliated investment management firms include AEW;
Alliance Entreprendre; AlphaSimplex Group; Darius Capital Partners; DNCA
Investments;3 Dorval Asset Management; Flexstone Partners;
Gateway Investment Advisers; H2O Asset Management; Harris Associates;
Investors Mutual Limited; Loomis, Sayles & Company; McDonnell Investment
Management;4 Mirova; MV Credit; Naxicap Partners; Ossiam;
Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset
Management; Vaughan Nelson Investment Management; Vega Investment
Managers;5 and WCM Investment Management. Investment
solutions are also offered through Natixis Advisors and Dynamic
Solutions. Not all offerings available in all jurisdictions. For
additional information, please visit Natixis Investment Managers’
website at im.natixis.com
| LinkedIn: linkedin.com/company/natixis-investment-managers.

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

In Canada: This material is provided by Natixis Investment
Managers Canada LP.

Please consult your advisor and read the prospectus or Fund Facts
document before investing. There may be commissions, trailing
commissions, management fees and expenses associated with mutual fund
investments. Mutual funds are not guaranteed, their values change
frequently and past performance may not be repeated.

1 Cerulli Quantitative Update: Global Markets 2018 ranked
Natixis Investment Managers as the 16th largest asset manager in the
world based on assets under management as of December 31, 2017.
2
Net asset value as of March 31, 2019. Assets under management (“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.
4
Natixis Investment Managers, L.P. transferred ownership of McDonnell
Investment Management, LLC to Loomis, Sayles & Company, Inc. on January
1, 2019.
5 A wholly-owned subsidiary of Natixis Wealth
Management.

Contacts

MAGGIE MCCUEN
Natixis Investment Managers
Tel: +1 617-449-3543
Maggie.mccuen@natixis.com

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Business Wire

John Warren Sells Stake in Lima One Capital

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GREENVILLE, S.C.–(BUSINESS WIRE)–John Warren, founder and chairman of Greenville-based Lima One Capital, has sold his majority ownership stake in the company to current minority partners. Warren founded Lima One in 2011 and has grown the company to more than 300 full and part-time employees around the country.

Under Warren’s leadership at Lima One, the company doubled in growth for four straight years and grew its headquarters in Greenville to more than 160 full-time employees.

“It has been a true honor to lead Lima One Capital. This company is filled with incredible men and women who work hard every day to serve our customers. While it is bittersweet to leave the company, I am proud of everything we have accomplished from right here in Greenville. Lima One has a very bright future ahead of it,” Warren said.

Lima One Capital’s headquarters and leadership team will remain in Greenville. All current jobs located in Greenville will remain in the city.

“Lima One has been a critical part of Greenville’s success over the past ten years. When leaders like John choose to build their headquarters right here in Greenville, it shows other business leaders the benefits of locating their companies in the Upstate,” said Knox White, mayor of Greenville.

Lima One’s CEO Jeff Tennyson, who joined the company in 2018 when Warren ran for governor of South Carolina, said, “While we will miss John day-to-day and the meaningful impact he has had on Lima One’s success, our management team remains fully in place, and we’re well positioned to continue our growth and success. The FixNFlip and rental investor markets continue to expand, and with our innovative products, strong customer experience and great people here in Greenville, Lima One has a terrific future ahead as a national lender.”

In 2014, Lima One was recognized as the Fastest Growing Company in South Carolina and was named as one of the Best Places to Work in South Carolina in 2016. Lima One has raised billions of dollars from institutional investors and is on pace to originate $1.25 billion in 2019.

“It is hard to overstate the positive impact Lima One has had on Greenville and the Upstate. Over the past ten years, Lima One has brought high-quality, high-paying jobs to the city and improved our entire city’s quality of life,” said John Uprichard, founder and CEO of Find Great People, an executive search firm and staffing company based in Greenville. “Lima One and John Warren have been great for our city and our region.”

For the opportunity to interview John Warren, contact Jeff Dezen at jeffd@jdpr.com or phone 864.233.3776, ext. 11.

About John Warren

Born and raised in Greenville, South Carolina, John Warren is a successful entrepreneur, businessman, and community leader. Warren is the founder and former chairman and CEO of Lima One Capital, a specialty mortgage finance company that is one of the largest lenders for residential real estate investors and homebuilders in the country. Prior to founding Lima One, Warren served in the Marine Corps as an infantry officer and deployed twice. Warren and his wife Courtney live with their three children in Greenville. Full biography attached.

About Lima One

Headquartered in Greenville, S.C., Lima One Capital is a specialty mortgage finance company, founded by Marines, that specializes in providing customized real estate loans to real estate investors across the nation. Lima One’s core loan products are Rental30, a 30-year, fixed-rate, fully-amortizing loan for purchasing or refinancing residential rental properties; FixNFlip, a 13-month bridge loan for investors who are buying, renovating, and selling properties; and a Multifamily bridge program for the purchase or refinance of 5+ unit multifamily properties. For more information, visit limaone.com or contact Robert Neely, Director of Marketing, at 864-248-6066.

JOHN WARREN BIOGRAPHY

Born and raised in Greenville, South Carolina, John Warren is a successful entrepreneur, businessman, and community leader. Warren is the founder and former chairman and CEO of Lima One Capital, a specialty mortgage finance company that is one of the largest lenders for residential real estate investors and homebuilders in the country. Lima One has been recognized as the Fastest Growing Company, one of the Best Places to Work, and the Most Ethical Company in South Carolina. While at Lima One, Warren was also a principal in the largest bulk sale of single-family homes in the country, selling over 1,400 rental properties in Atlanta to Blackstone Group LP (BX) for more than $100M.

Prior to founding Lima One, John served four years on active duty as an infantry officer in the United States Marine Corps. In March of 2006, he deployed with 3rd Battalion, 8th Marines to Ramadi, Iraq where he spent seven months conducting combat operations against insurgent forces. While deployed, he was decorated for “valor” and “heroic achievement” as he “led a counter attack against insurgents attacking Observation Post Virginia.” In total, he led over 300 combat missions and left the Marine Corps with the rank of captain. He speaks regularly on foreign policy, leadership, and entrepreneurship.

In 2018, Warren ran for governor of South Carolina, reaching the runoff in the Republican primary. He ran a positive, solutions-oriented campaign that focused on limited government, reforming broken government systems, and empowering taxpayers.

Warren graduated from Washington and Lee University and later earned a Master of Business Administration from New York University’s Stern School of Business. Warren’s civic involvement includes active membership in Young President’s Organization (YPO). He lives in Greenville with his wife Courtney and three children and is a member of Downtown Presbyterian Church.

Contacts

Jeff Dezen
jeffd@jdpr.com
864.233.3776, ext. 11

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Business Wire

AM Best’s Zurich Market Briefing to Focus on State of Global Reinsurance Industry

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LONDON–(BUSINESS WIRE)–AM Best will host a Reinsurance Market Briefing on Wednesday, 18 September 2019, at the FIFA World Football Museum in Zurich from 10:30 a.m. to 1 p.m. (CEST).

The event will provide a platform for leading AM Best rating analysts to discuss the global reinsurance sector, as well as offer opinions on the drivers of future rating movements among reinsurers. The analysts also will explore the top issues primary companies in Switzerland and across Europe are facing that could have an impact on the reinsurance market. Nick Charteris-Black, managing director, market development – EMEA, Carlos Wong-Fupuy, senior director, and Catherine Thomas, senior director, analytics, will offer their insights at the event. Question and answer sessions are planned, and lunch will be provided. The briefing also will serve as a networking opportunity for attendees.

For more information, and to register for the complimentary event, please visit http://www.ambest.com/events/rmbzurich2019/index.html.

AM Best publishes ratings on thousands of insurers and reinsurers in more than 90 countries worldwide. More information about Best’s Credit Ratings and the rating process can be found at www.ambest.com/ratings. AM Best also recently published its special report on the global reinsurance sector. To access a copy of this special report, please visit: http://www3.ambest.com/bestweek/purchase.asp?record_code=289149.

AM Best is a trusted source of insurance market insight and data, and the only global credit rating agency with a unique focus on the insurance industry. Best’s Credit Ratings are a recognized indicator of insurer financial strength and creditworthiness. Visit www.ambest.com for more information.

Copyright © 2019 by A.M. Best Company, Inc. and/or its affiliates.

ALL RIGHTS RESERVED.

Contacts

Edem Kuenyehia
Director, Market Development
& Communications
+44 20 7397 0280
edem.kuenyehia@ambest.com

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Business Wire

Federman & Sherwood Announces Filing of Securities Class Action Lawsuit Against ViewRay, Inc.

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OKLAHOMA CITY–(BUSINESS WIRE)–#ClassAction–Federman & Sherwood announces that on September 13, 2019, a class action lawsuit was filed in the United States District Court for the Northern District of Ohio against ViewRay, Inc. (NASDAQ: VRAY). The complaint alleges violations of federal securities laws, Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5, including allegations of issuing a series of material or false misrepresentations to the market which had the effect of artificially inflating the market price during the Class Period, which is March 15, 2019 through August 8, 2019.

To learn how to participate in this action, please visit https://www.federmanlaw.com/blog/federman-sherwood-announces-the-filing-of-a-securities-class-action-lawsuit-against-viewray-inc/

Plaintiff seeks to recover damages on behalf of all ViewRay, Inc. shareholders who purchased common stock during the Class Period and are therefore a member of the Class as described above. You may move the Court no later than Tuesday, November 12, 2019 to serve as a lead plaintiff for the entire Class. However, in order to do so, you must meet certain legal requirements pursuant to the Private Securities Litigation Reform Act of 1995.

If you wish to discuss this action, obtain further information and participate in this or any other securities litigation, or should you have any questions or concerns regarding this notice or preservation of your rights, please contact:

Robin Hester

FEDERMAN & SHERWOOD

10205 North Pennsylvania Avenue

Oklahoma City, OK 73120

Email to: rkh@federmanlaw.com
Or, visit the firm’s website at www.federmanlaw.com

Contacts

Robin Hester

rkh@federmanlaw.com

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