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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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  • What, How, Why: Understanding the GameStop Frenzy 
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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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Affiliated Investment Managers Specialized Investment Managers, Diverse Investment Expertise

A global multi-affiliate platform of independent investment management, consulting, and implementation expertise serving a wide spectrum of investor needs.

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Announcements

  • Mirova Appoints Nathalie Wallace as Head of ESG Strategy & Development
    • January 14, 2021
  • Jean Raby, CEO, Natixis Investment Managers attends Third Annual One Planet Summit to Discuss Climate Action with President Macron.
    • November 30, 2020
  • Loomis Sayles adds Euro Credit Team
    • November 2, 2020
  • Graduate Challenge: Discover The Portfolio Manager Hidden In You
    • October 19, 2020
  • Mirova Selected for PRI Leaders Group 2020 by the UN Principles for Responsible Investing
    • October 8, 2020
  • Investor Leadership Network Takes a Further Step Towards Greater Diversity in the Investment Industry
    • June 25, 2020
  • CEO Jean Raby Appointed Co-chair of Investor Leadership Network CEO Council
    • June 15, 2020
  • Message from the CEO About the Global Movement for Racial Justice
    • June 4, 2020

Spotlight

What, How, Why: Understanding the GameStop Frenzy What, How, Why: Understanding the GameStop Frenzy

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

  • February 24, 2021
  • Kathryn M. Kaminski
Sustainable Funds as 401(k) Option Improved Plan’s Contribution Rates Sustainable Funds as 401(k) Option Improved Plan’s Contribution Rates

See how one company encouraged employees to contribute more to their 401(k) plans by offering a new Qualified Default Investment Alternative (QDIA).

  • February 23, 2021
Corporate Culture and the Pandemic: Challenges Can Create Opportunity Corporate Culture and the Pandemic: Challenges Can Create Opportunity

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

  • February 18, 2021
Active Index Advisors<sup>®</sup> - Direct Indexing Strategies
Watch

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.


ESG Investing Solutions
Watch

ESG Investing Solutions

Sustainable investing offers an opportunity to align investments with values. Discover how ESG factors can play a meaningful role in uncovering opportunities, identifying potential risks, and generating competitive returns for investors.


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.


Natixis Access Series

Natixis Access Series

Join engaging webinars, go inside portfolios with leading managers, get in-depth macro and market views – all to provide you with insight that separates real investment signals from market noise.


Earn Continuing Education Credit

Earn Continuing Education Credit

Our CE courses deliver practical insights on market and industry trends to help support your business.


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, 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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