Natixis Launches Mirova International Sustainable Equity Fund

Natixis Investment Managers, headquartered in Boston, has launched its Mirova International Sustainable Equity Fund.

The fund, an all-cap international equity fund, is seeking long-term capital appreciation by investing in companies that invest in accordance with the United Nations’ Sustainable Development Goals, and avoiding companies whose activities or products hinder such goals.

The socially conscious fund, co-managed by Jens Peers, Hua Cheng and Amber Fairbanks, seeks to maintain a relatively concentrated portfolio of approximately 50 non-U.S. stocks.

Mirova and Ostrum Asset Management U.S., which is managing the fund’s portfolio, are affiliated firms of Natixis.

361 Capital Launches Global Absolute Return Fund

361 Capital, a boutique asset manager, has launched the 361 Global Equity Absolute Return Fund. The fund is designed to deliver absolute or positive returns and long-term capital appreciation with significantly less variability by investing across global developed equity markets. The fund takes long positions in lower volatility stocks and shorts those that are typically more volatile, while maintaining neutral equity market risk.

Analytic Investors, a $23 billion asset manager based in Los Angeles, will subadvise the fund. Harindra de Silva, Dennis Bein and David Krider are portfolio managers.

361 Capital, founded in 2001 in Denver, is an employee-owned hedge fund manager. The firm offers a suite of actively managed alternative and behavioral-based equity strategies.

Analytic Investors is located in Los Angeles and has $23 billion in assets under management. In 2018, the firm became part of Wells Capital Management, an RIA and wholly owned subsidiary of Wells Fargo Asset Management Holdings.

RIA in a Box Debuts Vendor Due Diligence Tool

RIA in a Box LLC is now offering its award-winning Vendor Due Diligence Tool to all current clients of the MyRIACompliance software platform.

The Vendor Due Diligence Tool allows vendors to automate sharing of documentation with client RIA firms and tracks those firms’ access to it in conformity with e-mail compliance, data security and cybersecurity policies.

Morningstar, Riskalyze and Orion are the first vendors to incorporate the RIA in a Box Vendor Due Diligence Tool through their platforms.

Founded in 2005, RIA in a Box is based in New York. The company provides compliance software to the wealth management industry.

Riskalyze Adds Timeline Feature To Product Line

Riskalyze Financial Services has introduced “Timeline,” its latest product, which is available to all Riskalyze Premier users.

Timeline allows advisors to add life events to their clients’ Retirement Maps, enabling them to see how certain milestones, such as getting married, buying a home, sending children to college or retiring, affect their investor risk capacity.

Riskalyze also provides Timeline events through things like mobile phone apps via APIs (application programming interfaces).

Founded in 2011, Riskalyze provides tools for analyzing investment risk, delivering 401(k) plans, and building and implementing investment portfolios.

Innealta Capital Releases the Acclivity Small Cap Value Fund

Innealta Capital has launched the Acclivity Small Cap Value Fund to deliver long-term capital appreciation. The fund is the flagship strategy of Innealta’s factor-based investments franchise, Acclivity Investment Research.

The fund’s objective is to deliver excess returns within the small-cap value segment of the market by systematically exploiting academically proven and empirically tested equity premia. The fund maintains broad diversification within and across industries.

Sheridan Titman, Ph.D., and Vito Sciaraffia, Ph.D., are the portfolio managers.

Innealta Capital, based in Austin, Texas, is a quantitative asset management firm specializing in the active management of exchange-traded fund portfolios. It is a division of AFAM Capital, Inc., a privately held company founded in 1977. Innealta has approximately $4 billion combined in assets under management and advisement.

TD Ameritrade, Apple Offer Instant Funding To Brokerage Accounts

TD Ameritrade is partnering with Apple to offer mobile device customers instantaneous funding to their brokerage accounts.

Customers that have an Apple device no longer have to wait several days for their investment funds to be verified, nor do they have to manage a complicated wire transfer. They can now use their debit cards to deposit up to $10,000 per day into their brokerage accounts by using Apple Pay, available through Apple Business Chat in the messages app on their iPhones or iPads.

Customers can fund their brokerage account with Apple Pay if they have an iPhone 6 or later versions, the iPhone SE, the iPad Pro, the iPad (5th generation), the iPad Air 2 and the iPad mini 3 or later versions. Apple Business Chat beta is built into iOS 11.3 and higher. Customers must use a debit card; credit cards will not be accepted.