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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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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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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-capital-management

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

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alphasimplex-group

AlphaSimplex Group, LLC is an investment management firm that specializes in researching and analyzing market behaviors and risk.

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flexstone-partners

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.

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gateway-investment-advisers

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

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harris-associates

Harris Associates applies a consistent approach to value investing.

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loomis-sayles-and-company

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.

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mirova

Mirova is an investment manager dedicated to sustainable investing.

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natixis-investment-managers-solutions-us

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

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vaughan-nelson-investment-management

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

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wcm-investment-management

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.

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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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