Jonathan Birtwell

Gateway specializes in low-volatility strategies. Their investment approach has focused on stability, risk-adjusted performance, and long-term growth. The firm invests in a diversified stock portfolio designed to track the performance of a broad-based index. For most accounts, Gateway uses a multi-factor quantitative model to construct the portfolio.

PanAgora seeks to deliver attractive, risk-adjusted returns on behalf of their clients. The firm utilizes broad investment capabilities across global regions, risk levels, and asset classes including risk efficient, multi alpha, absolute return and active equity strategies. Buy and sell decisions are based on the rigorous implementation of the models’ recommended allocations. Individual portfolios are adjusted for the client’s return objective, risk tolerance and investment guidelines.

Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio.

Provides life, health insurance, annuities, pension, reinsurance and wealth management services

Functions as a College/University

Functions as a College/University

NIM International is an active, growth-oriented, research-based manager which integrates top-down asset allocation with a bottom-up approach of sector weightings and stock selection. They define themselves as a global balanced manager with a strong focus on Europe and invest across asset classes. The firm has expertise in European equities, fixed-income global emerging equities and responsible investments.