AFFILIATED INVESTMENT MANAGERS

Active Index Advisors®

Managing Tax Costs with Index-Based Separate Accounts

Watch this overview of Natixis tax management solutions utilizing customized separate accounts to help maximize after tax returns.

  • Founded:  2002
  • Headquartered:  San Francisco, CA, USA
  • Expertise:  Custom investments
  • AUM: $1.3B as of March 31, 2018

Active Index Advisors®* (AIA) offers custom investment solutions by combining the major benefits of both active and index management. AIA employs quantitative strategies to suit each investor’s needs and maximize efficiency, while seeking to provide enhanced after-tax returns.

Net asset value as of March 31, 2018. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

* A division of Natixis Advisors, L.P.

Funds

ASGTactical U.S. Market Fund

Equity allocation that uses a proprietary risk model to tactically adjust market exposure to US equities.

  • $152.38 million Total Net Assets (as of 06/22/2018)
  • Long-Short Equity Morningstar Category™

NatixisSustainable Future 2015 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $4.48 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2015 Morningstar Category™

NatixisSustainable Future 2020 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $4.55 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2020 Morningstar Category™

NatixisSustainable Future 2025 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.45 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2025 Morningstar Category™

NatixisSustainable Future 2030 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.97 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2030 Morningstar Category™

NatixisSustainable Future 2035 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.05 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2035 Morningstar Category™

NatixisSustainable Future 2040 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.01 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2040 Morningstar Category™

NatixisSustainable Future 2045 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.50 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2045 Morningstar Category™

NatixisSustainable Future 2050 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.49 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2050 Morningstar Category™

NatixisSustainable Future 2055 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.47 million Total Net Assets (as of 06/22/2018)
  • Target-Date 2055 Morningstar Category™

NatixisSustainable Future 2060 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.