Investment Managers & Capabilities
Natixis Investment Managers | Solutions
- Founded: 2003
- Headquartered: Boston, MA and San Francisco, CA
- Expertise: Capabilities include Direct Indexing, Multi-Asset Portfolios (model portfolios, discretionary mandate capabilities and target date funds), Integrated Portfolio Implementation®, Institutional Overlay, and Portfolio Analysis & Consulting.
- AUA: USD 50B as of March 31, 2022
Natixis Investment Managers Solutions provides design, development and execution of portfolio strategies tailored to clients’ specific investment objectives and unique portfolio constraints. Fully-integrated services combine a diverse range of investment expertise with extensive investment analysis and portfolio construction capabilities to deliver a wide range of customized solutions.
Assets under Administration may include assets for which non-Regulatory AUM services are provided. Non-Regulatory AUM includes assets which do not fall within the SEC’s definition of Regulatory AUM in Form ADV, Part 1.
Tax Management Update – Q1 2022
Customized Equity Portfolios Invest for Racial Equality
The Case for Taxable Retirement Investing: Part 2
The Case for Taxable Retirement Investing: Part 1
Direct Indexing: Understanding Potential Outcomes
The Shift from Growth & Value to Business Cycle Investing
Direct Indexing: Active or Passive?
New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization
