Skip to main content
country-otherflag-australiaflag-austriaflag-canadaflag-country-otherflag-franceflag-germanyflag-hong-kongflag-italyflag-japanflag-singaporeflag-spainflag-switzerlandflag-ukflag-usaaccountarrow-large-backarrow-large-downarrow-smallarrow-largearrow-linkarrow-linkarrow-narrowarrow-narrowarrow-smallcalendarcloseclosedownload CSVDownload Nowdownload-pdfdownload-xbrldownload XLSXdownload XMLdownload ZIPicon-downloademailicon-external-linkhamburgerinfocircle icon with letter iLockicon-map-pinminusphoneplayplusSearchEnter a search term.sharestarUnlockemailemailfacebooklinkedintwitteryoutube
Natixis Investment Managers Home
  • Investments

    Mutual Funds

    • Price and Performance
    • Fund Documents
    • By Asset Class
    • By Fund Family
    • By Portfolio Application

    ETFs - Exchange-Traded Funds

    • Active ETFs

    Target Date Funds

    • Natixis Sustainable Future Funds

    Direct Indexing

    • Tax-Managed Index Solutions

    Separate Accounts

    • Retail SMAs
    • Tax-Managed Index Solutions

    Multi-Asset Solutions

    • Model Portfolios

    Fixed Income

    • Fixed Income Investments

    Sustainable Investing

    • ESG Investing Solutions
    • ESG Means Business

    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

    Insights

    • Latest Insights
    • Videos
    • Podcasts

    Featured Topics

    • Volatility
    • Inflation
    • Direct Indexing
    • ESG Investing
    • Equities
    • Fixed Income
    • Retirement Planning
    • ETFs
    • Research Findings

    Latest Headlines

    • How Fixed Income Asset Management Rises Above Interest Rates 
    • Implications of Credit Suisse Takeover by UBS for Bond Investors 
    • March 22 Fed Meeting Recap 
    • Can Confidence in the Financial System Be Restored? 
    • March Madness: Top Picks for Fixed Income Investing 
    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.

  • Resources

    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
  • About

    Our Company

    • About Us
    • Leadership Team
    • Investment Managers & Capabilities
    • Diversity, Equity and Inclusion
    • Community Involvement

    Research and Analysis

    • Center for Investor Insight
    • Portfolio Consulting
    • Macro Insights

    Press

    • Newsroom

    Contact

    • Contact Us

    Careers

    • Working at Natixis
    • Job Listings
    Diversity, Equity and Inclusion

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

Menu

  • Investments
  • Insights
  • Resources
  • About
  • Account Access
  • Access Institutional Site
  • United States

Mutual Funds

  • Price and Performance
  • Fund Documents
  • By Asset Class
  • By Fund Family
  • By Portfolio Application

ETFs - Exchange-Traded Funds

  • Active ETFs

Target Date Funds

  • Natixis Sustainable Future Funds

Direct Indexing

  • Tax-Managed Index Solutions

Separate Accounts

  • Retail SMAs
  • Tax-Managed Index Solutions

Multi-Asset Solutions

  • Model Portfolios

Fixed Income

  • Fixed Income Investments

Sustainable Investing

  • ESG Investing Solutions
  • ESG Means Business

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

  • Volatility
  • Inflation
  • Direct Indexing
  • ESG Investing
  • Equities
  • Fixed Income
  • Retirement Planning
  • ETFs
  • Research Findings

Latest Headlines

  • How Fixed Income Asset Management Rises Above Interest Rates 
  • Implications of Credit Suisse Takeover by UBS for Bond Investors 
  • March 22 Fed Meeting Recap 
  • Can Confidence in the Financial System Be Restored? 
  • March Madness: Top Picks for Fixed Income Investing 
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

Our Company

  • About Us
  • Leadership Team
  • Investment Managers & Capabilities
  • Diversity, Equity and Inclusion
  • Community Involvement

Research and Analysis

  • Center for Investor Insight
  • Portfolio Consulting
  • Macro Insights

Press

  • Newsroom

Contact

  • Contact Us

Careers

  • Working at Natixis
  • Job Listings
Diversity, Equity and Inclusion

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

  • Australia
  • Austria
  • France
  • Germany
  • Hong Kong - 香港
  • Italy
  • Japan - 日本
  • Latin America
  • Singapore
  • Spain
  • Switzerland
  • United Kingdom
  • United States Offshore
  • Location Not Listed? Go to International Site
Natixis Investment Managers Home
Search
  • Access Institutional Site
  • Account Access
    • Log In
    • Australia
    • Austria
    • France
    • Germany
    • Hong Kong - 香港
    • Italy
    • Japan - 日本
    • Latin America
    • Singapore
    • Spain
    • . . . . . Switzerland
    • United Kingdom
    • United States Offshore
    • Location Not Listed? Go to International Site

Investment Managers & Capabilities


We believe in the power of independent thinking. Each investment manager at Natixis focuses on those investment styles and disciplines where they have proven expertise. The end result is a selection of more than 200 investment strategies from some of the world’s most respected names in investment management.

AEW Logo

AEW is one of the world’s largest real estate investment managers.

View Profile

Flexstone Partners Logo

Flexstone Partners is a global private investments firm delivering customized solutions across small- and mid-cap markets of private equity, real estate, private debt and infrastructure.

View Profile

Gateway Investment Advisers Logo

Gateway Investment Advisers, LLC specializes in low volatility equity strategies for risk-conscious investors.

View Profile

Harris Associates Logo

Harris Associates applies a consistent approach to value investing.

View Profile

Loomis, Sayles & Company Logo

Loomis, Sayles & Company helps meet the needs of institutional and mutual fund clients worldwide with performance-driven investment teams backed by deep proprietary research and a system of integrated risk analysis.

View Profile

Mirova Logo

Mirova is an investment manager dedicated to sustainable investing.

View Profile

Natixis Investment Managers | Solutions Logo

Natixis Investment Managers Solutions provides design, development and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints.

View Profile

Vaughan Nelson Investment Management Logo

Vaughan Nelson Investment Management specializes in mid-cap, all-cap, and small-cap equity strategies.

View Profile

WCM Investment Management Logo

WCM Investment Management is a global growth equity specialist that focuses on competitive advantages and culture to seek long-term excess returns and try to mitigate downside risk.

View Profile

Natixis Investment Managers Home
  • Newsroom
  • Careers
  • Contact Us
  • About Us
  • Corporate Social Responsibility
  • Diversity and Inclusion
  •  
  •  
  •  

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.

Copyright © xxxx Natixis Distribution, LLC – All rights reserved.

  • Terms of Use
  • Privacy Policy
  • Cookie Policy
  • Regulatory Information
  • Accessibility Statement
  • Social Media Guidelines
  • Business Continuity
  • Sales Charges
  • Fund Documents