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 2.3B as of December 31, 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.

Assets under management (“AUM”) as of December 31, 2019. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

* A division of Natixis Advisors, L.P.