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: USD 1.9B as of June 30, 2019

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 June 30, 2019. 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.