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AIA Direct indexing strategies Active Index Advisors® - Direct Indexing Strategies

Direct indexing strategies from Active Index Advisors® seek to maximize after-tax return. Accounts can be customized to pursue higher returns, align with personal values, or complement concentrated positions.

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Tax-Efficient Portfolio Transitions Using Direct Indexing
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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

  • March 26, 2020
  • Kevin Maeda

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CE Credit: Managing Taxable Investments
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CE Credit: Managing Taxable Investments

Overviews techniques for reducing the impact of taxes on investment portfolios.

  • October 8, 2020
  • Maria Katsileros
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Diversity in Asset Management: Staying Ahead of Investor Expectations Diversity in Asset Management: Staying Ahead of Investor Expectations

A diverse workforce challenges conventional thinking and creates a more dynamic and rewarding work environment. It may also lead to better experiences for clients.

  • March 6, 2020
  • Natixis Investment Institute
  • Tracey E. Flaherty
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Check the background of Natixis Distribution, L.P. – 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, L.P., 888 Boylston Street, Boston, MA 02199. Member FINRA / SIPC.

Advisory services are offered through Natixis Advisors, L.P. ("Natixis Advisors").

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

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