The deal is set to be finalised later this year, allowing Edward Jones to become the overlay manager for its US UMA offerings.

Edward Jones today announced it intends to acquire Natixis Investment Managers' (Natixis IM) Overlay Management Services capabilities through the purchase of select assets and an exclusive license for ...

Edward Jones and Natixis IM have a long-standing relationship, working together since 2011. As part of the transaction, Edward Jones is extending offers of employment to some Natixis IM associates ...

While shifting trade policies have driven concerns of volatility, ongoing inflation, and a "less exceptional" U.S., a survey of strategists across the Natixis Investment Managers group and its ...

Natixis IM surveyed 750 U.S. individual investors between February and March 2025, who have a median of $625,000 in net investable assets and a median annual income of $200,000.

Natixis IM and Generali cited an effort to build critical scale, but other large asset-manager mergers have pursued that objective by fully integrating their investment teams and rationalizing ...

On the macroeconomic side, Natixis IM strategists continue to place more emphasis on politics than on economic policy, but they suggest that both sides will be impacted. Given the ongoing volatility, ...