Kevin Maeda, Chief Investment Officer for Direct Indexing, explains how Natixis Investment Managers Solutions index accounts differ from competitors by focusing on tax-efficiency.
  • Owning index stocks directly in a separately managed account (SMA) allows investors to benefit from tax management techniques unavailable through mutual funds or ETFs.
  • Investors transitioning assets may be able to transfer selected securities in kind to reduce the impact of capital gains, with the index portfolio being built around existing holdings.
  • Accounts can be customized to include or exclude specific securities or sectors, and tax loss harvesting can be customized down to the tax lot level.
  • By prioritizing tax management over index tracking error, these accounts have more opportunities to harvest losses than other direct index providers.

Tax-Efficient Investing in Separately Managed Accounts (SMAs)

Direct Indexing SMAs can help address key issues facing tax-sensitive investors. All accounts are actively managed to optimize tax loss harvesting while providing beta exposure to an index. Our tax-managed SMAs include:

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