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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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    • Lower, Not Low: An Examination of Recent Volatility Trends  Financial Professional content – requires login
    • Identifying Value in the Crossover Corporate Bonds Space 
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    • Value Investing Insight: Banking Dilemmas and Discounts 
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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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Retirement

  • Overview and Approach

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  • 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

  • Lower, Not Low: An Examination of Recent Volatility Trends  Financial Professional content – requires login
  • Identifying Value in the Crossover Corporate Bonds Space 
  • Fixed Income Framework: Cyclicality vs. Inflation 
  • Value Investing Insight: Banking Dilemmas and Discounts 
  • US Inflation Tracker 
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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Announcements

  • Mirova Accelerates its Global Development with new Strategic Ambitions in the US
    • March 30, 2023
  • Natixis Investment Managers Announces Senior Appointments
    • January 17, 2023
  • Mirova Announces the Acquisition of SunFunder
    • June 21, 2022
View all Announcements
Identifying Value in the Crossover Corporate Bonds Space

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

May 24, 2023 Matthew J. Eagan
Listen
Value Investing Insight: Banking Dilemmas and Discounts

Bank failures, deeply discounted European financial stocks, and interest rate tailwinds for big US banks are explored by Harris Associates’ value investors.

May 18, 2023 Jason E. Long - Michael A. Nicolas
5 Viewpoints for Fixed Income Investing in Late Credit Cycle

How Fed rate hikes, global commodity players, and late cycle market dynamics are factoring into portfolio decisions is shared by Fixed Income Manager Elaine Stokes.

May 17, 2023 Elaine M. Stokes
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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