Industry Updates

Natixis and Solactive partner on direct indexing managed accounts

The French asset manager has offered direct indexing since 2002

Jamie Gordon

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Natixis Investment Management Solutions and Solactive are partnering to offer direct indexing separately managed accounts (SMAs).

The collaboration will see Natixis offer its managed account clients exposure to 31 Solactive indices, including 11 of its global benchmark and 16 of its factor series.

The German index provider’s global benchmark suite covers 24 developed and 24 emerging markets, while its factor range covers value, quality, momentum, low volatility, growth and small caps.

Natixis IM’s direct indexing business has grown from $4m assets under management (AUM) in 2002 to $8bn today.

The firm said evolutions such as falling trading fees and fractionalisation have increased retail investors’ ability to benefit from customised asset allocation.

Timo Pfeiffer (pictured), chief markets officer at Solactive, commented: “Direct indexing has been progressively gaining popularity to a larger group of investors, particularly in the US.

“With this tool, investors can allocate their assets to a tailored portfolio with a Solactive benchmark as a starting point, applying numerous kinds of filters according to their needs and world views.”

Curt Overway, co-head of Natixis IM, added: “We are excited to begin working with Solactive and their comprehensive suite of indices, which will allow us to extend the range of capabilities and strategies we offer as part of our Active Index Advisors (AIA) offering.”

The partnership comes just weeks after Vanguard CEO Tim Buckley said his firm will “invest heavily” in direct indexing, following its acquisition of Just Invest and its direct indexing platform Kaleidoscope in 2021.

It also follows Natixis’s ETF arm, Ossiam, launching the Ossiam Shiller Barclays Cape Global Sector Value UCITS ETF (EUPA) at the end of January.

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