SAN FRANCISCO--(BUSINESS WIRE)--Managed Portfolio Advisors® (MPA), a San Francisco-based affiliate of Natixis Global Asset Management, and BNY Mellon’s Pershing today announced they have collaborated with Securian Financial Group to launch a Unified Managed Account program called Securian One. Securian One, which was custom-built for Securian’s investment advisory practice, combines MPA’s overlay management services and tax management capabilities with Pershing’s technology platform, which offers both custodial and managed account support.
The overlay management techniques implemented by MPA are intended to harmonize an investor’s separately managed account strategies and other investment vehicles. Overlay management coordinates the implementation of multiple investment strategies or disciplines within a single account while ensuring the account remains aligned with a prescribed asset allocation.
“We’re excited that our relationship with Pershing made it possible to deliver another level of customization to Securian’s advisor base,” said Curt Overway, President of Managed Portfolio Advisors. “With the launch of Securian One, advisors have greater access to a suite of asset allocation models and an enormous amount of flexibility in choosing mutual fund and ETF options for client portfolios.”
Commenting on the Securian launch, Rob Coira, Director of Product Development for Pershing’s managed investments business, said, “We are focused on bringing to market new solutions that will increase efficiencies and reduce operational challenges associated with managing diverse portfolios. Securian One does that by delivering a highly customized solution that helps advisors address complex investor needs and better manage investment objectives.”
“Securian One was developed exclusively for the 1,200 financial advisors of the Securian Financial Network, giving them a customizable tool to better service affluent clients with sophisticated investment needs,” said George Connolly, a senior vice president with Securian Financial Group and the president of its broker-dealer affiliate, Securian Financial Services. “Based on the reception Securian One has received in the field thus far, it’s clear that this tool is valuable to both advisors and clients.”
The Securian One launch follows a recent announcement in April 2017 that MPA and Pershing have worked together to deliver customized Unified Managed Account solutions to their clients. The agreement unites MPA’s overlay management services – including separate account implementation, tax optimization, tax management overlay, trade execution, drift monitoring and portfolio rebalancing – with Pershing’s technology platform, which offers a range of tools, such as client profiling, proposal generation, asset allocation, model creation, reporting and account opening, as well as maintenance capabilities.
About Natixis Global Asset Management
Natixis Global Asset Management serves thoughtful investment professionals worldwide with more insightful ways to invest. Through our Durable Portfolio Construction® approach, we focus on risk to help them construct more strategic portfolios that seek to endure today’s unpredictable markets. We draw from deep investor and industry insights and partner closely with our clients to put objective data behind the discussion.
Natixis Global Asset Management is ranked among the world’s largest asset management firms.1 Uniting over 20 specialized investment managers globally ($951.7 billion AUM2), we bring a diverse range of solutions to every strategic opportunity. From insight to action, Natixis Global Asset Management helps our clients better serve their own with more durable portfolios.
Headquartered in Paris and Boston, Natixis Global Asset Management, S.A. is part of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Global Asset Management, S.A.’s affiliated investment management firms and distribution and service groups include Active Index Advisors®;3 AEW Capital Management; AEW Europe; AlphaSimplex Group; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management;5 Emerise;6 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; Loomis, Sayles & Company; Managed Portfolio Advisors®;3 McDonnell Investment Management; Mirova;7 Natixis Asset Management; Ossiam; Seeyond;9 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Global Asset Management Private Equity, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Not all offerings available in all jurisdictions. For additional information, please visit the company’s website at ngam.natixis.com | LinkedIn: linkedin.com/company/natixis-global-asset-management.
About BNY Mellon’s Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Additional information is available on pershing.com or on Twitter @Pershing.
About Securian Financial Group
Since 1880, Securian Financial Group and its affiliates have provided financial security for individuals and businesses in the form of insurance, investments and retirement plans. Now one of the nation’s largest financial services providers, Securian is the holding company parent of a group of companies that offer a broad range of financial services. Securian Financial Services, member FINRA/SIPC, is the broker-dealer and registered investment advisory affiliate of Securian Financial Group. One of the 20 largest independent broker-dealers based on 2015 revenue and according to InvestmentNews, the firm offers a full range of financial services through a network of locally owned firms and 1,200 financial advisors.
For additional information about Securian One, please refer to the wrap fee program brochure prepared in accordance with part 2A, appendix 1 of Form ADV.
1 Cerulli Quantitative Update: Global Markets 2017
ranked Natixis Global Asset Management, S.A. as the 15th
largest asset manager in the world based on assets under management
($877.1 billion) as of December 31, 2016.
2
Net asset value as of June 30, 2017. Assets under management (AUM) may
include assets for which non-regulatory AUM services are provided.
Non-regulatory AUM includes assets which do not fall within the SEC’s
definition of ‘regulatory AUM’ in Form ADV, Part 1.
3 A
division of NGAM Advisors, L.P.
4 A brand
of DNCA Finance.
5 A subsidiary of Natixis
Asset Management.
6 A brand of Natixis
Asset Management and Natixis Asset Management Asia Limited, based in
Singapore and Paris.
7 A subsidiary of
Natixis Asset Management. Operated in the U.S. through Natixis Asset
Management U.S., LLC.
8 AUM includes all
brands and subsidiaries AUMs.
9 A brand of
Natixis Asset Management. Operated in the U.S. through Natixis Asset
Management U.S., LLC.
1856639.2.1
