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Natixis Tax Managed Core Balanced Strategy

Why choose this strategy?

  • A single account that seeks to deliver a diversified core portfolio with active tax management and several opportunities for customization.
  • Accounts may be funded with existing stock and bond positions to minimize capital gains associated with asset transitions. 
  • Customization options may include asset allocation, equity and fixed income sleeves, funding source, sector constraints, security constraints and values-based screens.

 

Investment strategy

  • Flexibility to select the desired equity/fixed income asset allocation.1
  • Flexibility to select one of four S&P equity indexes and one of three actively managed bond strategies.
  • The equity index sleeve is managed by Natixis Investment Managers Solutions, and the fixed income sleeve is managed by Loomis, Sayles & Co.

Facts

Objective: A tax-managed, core balanced portfolio that combines active bonds and direct index equities capabilities

Inception date: 10/31/18

60% Equity
AIA Equity Sleeve

Philosophy
Provide a pretax return similar to the index while outperforming on an after-tax basis. Each separately managed account is unique and can incorporate existing holdings and stock restrictions.

Process
Multi-factor algorithm to select representative stocks from the investable universe. All accounts are rebalanced on an ongoing basis for tax management and to align exposures to the index.

Risk management
Seek to maintain a neutral sector weighting relative to the index with a 3% maximum overweight. Security weights are generally limited to 2% over target weights. There is no absolute limit to sector or security weights, as they are index relative.

Equity options

AIA S&P 500® Strategy (Large Cap)
AIA S&P 1500® Strategy (All Cap)
AIA S&P Global 500 Strategy (Large Cap)
AIA S&P Global 1500 Strategy (All Cap)

40% Fixed income
Loomis Sayles Municipal Bond Sleeve

Philosophy
Application of active management to exploit inefficiencies in municipal or taxable bond markets by combining top-down macroeconomic outlooks with robust fundamental analysis and credit research across alpha drivers such as sector allocation, yield curve positioning, and security selection.

Process
Disciplined, research-driven, risk-managed approach to identify attractive relative value opportunities within the investment grade municipal and core taxable bond universes.

Fixed income options

Loomis Sayles Intermediate Municipal Bond Managed Account Strategy
Loomis Sayles Core Municipal Bond Managed Account Strategy
Natixis/Loomis Sayles Intermediate Duration Fixed Income Strategy

Loomis, Sayles & Company

Performance-driven investment strategies backed by deep proprietary research and a system of integrated risk analysis.
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Natixis Investment Managers | Solutions

Natixis Investment Managers Solutions provides design, development and execution of portfolio strategies tailored to clients’ specific investment objectives and unique portfolio constraints.
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Sales & Support

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1 Asset allocation flexibility is dependent on sponsor firm.

All invsting involves risk, inlcuding the risk of loss.

Diversification does not guarantee a profit or protect against a loss.

Indexes are not investments and do not incur fees and expenses and are not professionally managed. It is not possible to invest directly in an index.

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