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.
The 2021 Natixis Global Survey of Individual Investors reveals how the global pandemic affected investors’ finances, health, and emotions.
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Diversity of talent, thought, perspective leads to better outcomes for our clients, employees, and communities.