Bringing you live news and features since 2006 

David Giunta, president and chief executive officer, Natixis Global Asset Management - US distribution

Natixis Global Asset Management launches ASG Dynamic Allocation Fund

RELATED TOPICS​

Natixis Global Asset Management has launched the ASG Dynamic Allocation Fund (DAAFX), a global asset allocation mutual fund managed by AlphaSimplex Group, LLC (AlphaSimplex).

The fund seeks to deliver long-term capital appreciation to investors looking for a tactical global asset allocation strategy.
 
“Building a durable investment portfolio has become even more challenging in a volatile market environment buffeted by global economic uncertainty,” says David Giunta (pictured), president and chief executive officer, at Natixis Global Asset Management, US Distribution. “To successfully diversify a portfolio of traditional stock and bond funds, investors need adaptive tools, such as the ASG Dynamic Allocation Fund, which incorporate a wide range of information available today to make investment decisions.”
 
The fund invests in a broad range of asset classes through the use of futures, forwards and exchange traded funds (ETFs). The strategy begins with a balanced allocation to high-risk and low-risk asset classes and adjusts those allocations according to insights AlphaSimplex derives from its quantitative analysis of market behaviors. It will invest in long positions in ETFs and derivatives (futures or forwards) in five asset classes: US stocks, ex-US developed market stocks, emerging markets stocks, US bonds, and ex-US developed market bonds. Allocation decisions will be informed by two key insights that AlphaSimplex has developed: hedge fund positioning and trend following.
 
The ASG Dynamic Allocation Fund seeks to quickly adapt to changes in market conditions and evolving manager insights. The fund may employ leverage through the use of futures contracts to dynamically increase exposure to asset classes, or the fund may reduce its allocation to any asset class to a minimum exposure of 0 per cent.
 
“The ASG Dynamic Allocation Fund seeks to balance risk with expected return by tactically allocating to multiple asset classes across a range of global markets using a disciplined quantitative approach that draws on AlphaSimplex’s current strategies and our experience managing liquid alternatives since 2003,” said Duncan B E Wilkinson, CFA, chief executive officer at AlphaSimplex. “We created the fund to help investors shift exposures among global assets in a fast-paced global market environment and help them stay invested over the long term.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by