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Tax Efficiency and Beyond: An Inside Look at Direct Indexing

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

September 27, 2022 Kevin Maeda
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Lower, Not Low: An Examination of Recent Volatility Trends

Identifying Value in the Crossover Corporate Bonds Space

Fixed Income Framework: Cyclicality vs. Inflation

Value Investing Insight: Banking Dilemmas and Discounts

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CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing

Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.

December 22, 2021 Jeffrey C. Clough
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Tax Efficiency and Beyond: An Inside Look at Direct Indexing

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

September 27, 2022 Kevin Maeda

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Podcasts

Featured Topics

Market Outlook
Volatility
Direct Indexing
ESG Investing
Equities
Fixed Income
ETFs
Research Findings

Latest Headlines

Lower, Not Low: An Examination of Recent Volatility Trends
Identifying Value in the Crossover Corporate Bonds Space
Fixed Income Framework: Cyclicality vs. Inflation
Value Investing Insight: Banking Dilemmas and Discounts
US Inflation Tracker

Macro Insights
Designed to Help You Prepare

Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context.

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Tax Information
Frequently Asked Questions
Quarterly Fund Manager Podcasts

Investor Education

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Advisor Education

Earn CE Credits

Top Forms

IRA Distribution Form
Change of Registration Form
IRA Forms Booklet

CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing

Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.

December 22, 2021 Jeffrey C. Clough Financial Professional content – requires login

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ESG

The Evolution of Target Date Funds in Retirement Plans

Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.

February 27, 2023 Christopher Sharpe

Sustainable Investing Trends for 2023 and Beyond

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

January 13, 2023 Jens Peers

DOL Final Rule: Clarity on ESG Investing in Retirement Plans

ERISA expert Bradford Campbell explains the DOL’s Final Rule on ESG investing in retirement plans and implications for plan advisors and participants.

December 5, 2022 Susan R. Olson

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Check the background of Natixis Distribution, LLC – on FINRA's BrokerCheck.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

Registered investment products are offered through Natixis Distribution, LLC, 888 Boylston Street, Boston, MA 02199. Member FINRA / SIPC.

Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decision.

Not FDIC Insured – May lose value – No bank guarantee.

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