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Fiserv Announces Technology Partnership with Natixis Global Associates for Overlay Portfolio Management Services

• Managed Portfolio Advisors, part of Natixis Global Associates, will interface with Portfolio Management and Trading Solutions from Fiserv.

• Fiserv clients are now able to access overlay management services and professional asset management strategies.

Fiserv, Inc. (NASDAQ: FISV), the leading global provider of financial services technology solutions, announced today that Investment Services from Fiserv has partnered with Managed Portfolio Advisors (MPA), to offer professional, outsourced overlay portfolio management services for its Unified Managed Account (UMA) programs to its sponsor clients. MPA is a division of Natixis Asset Management Advisors, L.P. and part of Natixis Global Associates (NGA).

Fiserv clients can now benefit from the expertise and skills of MPA’s overlay management team while maintaining in-house, the industry-leading portfolio management and trading platform and related suite of Fiserv wealth management solutions. UMA sponsors seeking speed–to-market or to augment their in-house overlay resources with a proven overlay management team can particularly benefit from this joint offering.

MPA ranks among the industry’s largest overlay management firms and provides a comprehensive service that encompasses product development, multi-vehicle, multi-asset class portfolio construction, model implementation and management, restrictions and tax management, trade optimization and client service. Fiserv clients will now also be able to access a number of asset management strategies from Natixis Asset Management Advisors, L.P., which include tax-managed portfolios, enhanced-index and index-replication strategies and socially responsible overlays.

“The MPA overlay team has a proven track record of successful overlay portfolio management, implementing an extensive and unique roster of third-party manager models across dozens of asset classes and investment vehicle types,” said Cheryl Nash, senior vice president of Strategic Marketing and Product Development, Investment Services, Fiserv. “The combination of its overlay expertise and our portfolio management platform will offer UMA program providers—such as broker-dealer sponsors, turnkey asset management programs (TAMPs) and private banks—a best-in-class ‘portfolio implementation’ process that can be tailored for all client types and wealth platform configurations.”