- Expertise in large discretionary asset pools
- More than 15 years of multi-asset portfolio experience
- More than 60 full-time associates including 33 investment professionals and 16 CFAs
- Industry-leading overlay and tax management capabilities
- 8,500 distinct clients across intermediaries and institutions
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.
To learn more about Natixis Advisors please contact your sales representative.