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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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    • Psst… Check Out Small Cap Stocks  Financial Professional content – requires login
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    • Municipal Bond Outlook: Yield Curve Inversion Persists 
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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.

    April 3, 2023 Jeffrey C. Clough Financial Professional content – requires login
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  • Active ETFs

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Fixed Income

  • Fixed Income Investments

Sustainable Investing

  • ESG Investing Solutions

Retirement

  • Overview and Approach

Featured Strategies

  • Loomis Sayles Fixed Income
Watch
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

Insights

  • Latest Insights
  • Videos
  • Podcasts

Featured Topics

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

Latest Headlines

  • Psst… Check Out Small Cap Stocks  Financial Professional content – requires login
  • Long Time Horizons Matter for Growth Equity Investing 
  • A Look Behind the Curtain – ETF Primary Markets 
  • Is Direct Indexing Right for You? 
  • Municipal Bond Outlook: Yield Curve Inversion Persists 
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.

Fund Resources

  • Fund Documents
  • Forms and Applications
  • Tax Information
  • Frequently Asked Questions
  • Quarterly Fund Manager Podcasts

Investor Education

  • Basics of Investing

Fund Families

  • Loomis Sayles Funds
  • Natixis Funds
  • Oakmark Funds
  • Vaughan Nelson Funds
  • WCM Funds

Advisor Education

  • Earn CE Credits

Top Forms

  • IRA Distribution Form
  • Change of Registration Form
  • IRA Forms Booklet
Watch
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.

April 3, 2023 Jeffrey C. Clough Financial Professional content – requires login

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2023 Global Retirement Index

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Announcements

  • Appointment of Nathalie Bricker and Stéphane Morin
    • July 17, 2023
  • Mirova Accelerates its Global Development with new Strategic Ambitions in the US
    • March 30, 2023
  • Natixis Investment Managers Announces Senior Appointments
    • January 17, 2023
View all Announcements
US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

September 21, 2023 Jack Janasiewicz - Garrett Melson
Watch
Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

September 12, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson
Watch
Value Investing in an Evolving World

Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.

August 28, 2023 William C. Nygren
Watch

Direct Indexing Strategies

Direct Indexing strategies seek to maximize after-tax return. Accounts can be customized to pursue higher returns, align with personal values, or complement concentrated positions.


Built for ThisSM

Short term mayhem, meet long term strategy. Whatever issues you’re focused on today, we’re here to help you solve your toughest portfolio challenges. Access expert insight, actionable research, and portfolio ideas for volatile times.


Natixis Sustainable Future Funds®
6+ Years of Competitive Performance

The Natixis Sustainable Future Funds® are a target date fund family designed to help retirement investors who want to generate sustainable long-term returns.


Natixis Model Portfolio Program

Natixis Investment Managers Solutions – US has more than 15 years of experience providing institutional-quality multi-asset model portfolios for retail clients.


Our Approach

Portfolio Consulting

Specialized consultants work with investment professionals who seek a deeper level of insight to build smarter portfolios, using sophisticated analytic tools to identify and quantify sources of risk and return.

Natixis Center for Investor Insight

Founded in 2010, the Natixis Center for Investor Insight is a global research initiative focused on the critical issues shaping today’s investment landscape.

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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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