Natixis Global Asset Management has launched a core global tactical asset allocation fund that invests in stocks, bonds and volatility as an asset class.
The fund offers the potential benefit of greater diversification by integrating equity volatility as an asset class along with traditional asset classes. In the fund, equity volatility can be used to manage risk or to seek returns in different types of environments. This ability can be especially valuable to investors during market downturns.
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"The Seeyond Multi-Asset Allocation Fund can provide investors with a range of benefits. The fund can be used as a stand-alone core allocation that seeks to outperform a benchmark of global equities and bonds," said David Giunta, president and chief executive officer, Natixis Global Asset Management – U.S. Distribution. "It can also be used to provide additional diversification in volatile markets."
The fund’s management team specializes in active volatility investing in Europe and has an established reputation in dynamic asset allocation. The fund is based on a strategy that seeks to generate value through asset allocation, rather than individual security selection. Following this strategy, the management team invests in volatility as an asset class, just like stocks or bonds. Volatility investments include volatility index futures and equity index options and futures.
"We do not simply use volatility defensively," said Frédéric Babu, senior portfolio manager. "One common misperception of volatility is often akin to an insurance premium that can come at a high cost over the long term. Instead, the fund also uses volatility actively to extract value from volatility through the full cycle."
The fund’s co-managers include:
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By GlobalData- Frédéric Babu, senior portfolio manager with 19 years of experience and a background in hedge fund management, quantitative research and risk management;
- Frank Trividic, senior portfolio manager with 21 years of experience in multi-asset portfolio management, financial engineering and quantitative research;
- Didier Jauneaux, senior portfolio manager with 30 years of experience in money market and fixed-income management and asset allocation;
- Stéphanie Bigou, senior portfolio manager with 16 years of experience in global cross-asset class research, quantitative research and emerging market fundamental research;
- Simon Aninat, portfolio manager with 9 years of experience in volatility trading, financial engineering and quantitative analysis; and
- Yufeng Xie, portfolio manager with 7 years of experience in quantitative analysis and portfolio structuring.
The Fund is managed by Natixis Asset Management U.S., LLC and benefits from the expertise of SeeyondSM, a global investment unit of the Natixis Asset Management organization.
