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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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  • Making Market Sense of Rates, Russia and Real Inflation 
  • Three ETF-Related Observations amid the Russia/Ukraine Conflict 
  • Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends 
  • Municipal Bond Marketplace Outlook 
  • US Policy Makers Respond to Russia’s War on Ukraine 
pod37 0122 380x214 The Tactical Take

Gain macro, market and asset allocation insight each month from Jack Janasiewicz, Portfolio Manager, Natixis Investment Managers Solutions.

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

Diversity of talent, thought, perspective leads to better outcomes for our clients, employees, and communities.

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    • March 11, 2022

Announcements

  • Groupe BPCE Donates €5 Million to Support Humanitarian Relief in Ukraine
    • March 18, 2022
  • Gateway President Michael T. Buckius Will Succeed CEO Paul Stewart upon June 2022 Retirement
    • March 11, 2022
  • Natixis Appoints Tim Ryan Member of the Senior Management Committee in Charge of Asset & Wealth Management
    • April 6, 2021
  • Natixis Investment Managers Joins AIF Institute's Center for ESG and Sustainable Investing
    • March 11, 2021
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Spotlight

How Bonds Really React to Rising Rates
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How Bonds Really React to Rising Rates

How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.

  • March 18, 2022
Inflationary Doom Loop?
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Inflationary Doom Loop?

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

  • March 11, 2022
  • Jack Janasiewicz
Generate Better After-Tax Returns with Direct Indexing
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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

  • August 19, 2021
  • Kevin Maeda
Natixis Sustainable Future Funds<sup>®</sup> 5-Year Track Record. Performance Driven.

Natixis Sustainable Future Funds® 5-Year Track Record. Performance Driven.

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


Inflation Matters: How Rising Costs May Impact Investors in 2022

Inflation Matters: How Rising Costs May Impact Investors in 2022

What inflation and the Fed’s focus on fighting it may mean for investors is covered by diverse investment experts from across Natixis Investment Managers.


Let's Talk ESG

Let's Talk ESG

Developing the right strategy starts with understanding what ESG means to our clients. Discover how ESG factors can play a meaningful role in uncovering opportunities, identifying potential risks, and generating competitive returns for investors.


Outlook 2022: Can Global Markets Finally Move Past Covid-19?

Outlook 2022: Can Global Markets Finally Move Past Covid-19?

What might year three of the global pandemic mean for markets? Our Portfolio Managers and Strategists delve into market dynamics, big risks, and opportunities.


Natixis Model Portfolio Program

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 Investment Institute

In-depth analysis of investor sentiment, macroeconomics, portfolio construction and key trends shaping the future of investing.

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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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