- 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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Diversification does not guarantee a profit or protect against a loss.
All investing involves risk, including the risk of loss.
The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary
Natixis Advisors, LLC does not provide tax advice. Please consult with your financial advisor or tax professional.