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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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  • High Yield Bonds and Loans: The Correlation Breakdown 
  • Diversification? The Last Free Lunch is Getting Leaner 
  • US Inflation Tracker – May 12, 2022 
  • Can the Regulators Advance President Biden’s Climate Agenda? 
  • Macro Uncertainty and Managed Futures: Navigating the Extremes 
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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

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  • Market Volatility

    Staying the Course During Stormy Conditions

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  • Macro Uncertainty and Managed Futures: Navigating the Extremes
  • Using Option Strategies to Help Manage Portfolio Volatility
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Announcements

  • Natixis Investment Managers and Natixis CIB Renew and Extend Partnership with Paris Opera until 2024
    • April 12, 2022
  • 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
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Spotlight

US Inflation Tracker – May 12, 2022 US Inflation Tracker – May 12, 2022

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

  • May 18, 2022
  • Jack Janasiewicz - Garrett Melson
Devils, Details, and Market Overhangs
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Devils, Details, and Market Overhangs

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

  • May 10, 2022
  • Jack Janasiewicz
Five Financial Truths About Millennials at 40 Five Financial Truths About Millennials at 40

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

  • May 3, 2022
  • Dave Goodsell
Fixed Income Designed for Markets in Motion

Fixed Income Designed for Markets in Motion

Got a fixed income dilemma you are trying to solve? Access ideas for minimizing interest rate impact, mitigating portfolio risk, and investing sustainably.


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.


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.


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.


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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