U.S.: Edward Jones Announces Acquisition of Overlay Management Services Capabilities from Natixis

Natixis IM Will Continue to Be a Direct Indexing Provider

Date:

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Author: Funds Society, Miami

Natixis IM will continue to serve as a direct indexing provider for the buying firm’s UMA (Unified Managed Account) offerings, they detailed

The transaction is expected to close later this year, at which point Edward Jones will assume the role of overlay manager for its U.S.-based UMAs