Tailored SMAs to Accommodate a Range of Investor Objectives
A Separately Managed Account (SMA) is a unique investment vehicle that opens the door for more customization and personalization than a mutual fund or ETF. In SMAs, the investor owns all the securities directly, which can lead to opportunities for tax management. Tax loss harvesting, along with a number of other tax management techniques, can drive better after-tax performance.
Beyond that, SMAs allow for customization, giving investors the opportunity to exclude specific securities or objectionable business involvement. Examples include:
- Reducing or eliminating exposure to employer’s stock
- Incorporating personal values in the management of the account
Natixis provides a range of SMA investment strategies from our affiliated managers and outside managers that offer specialized solutions for high net worth and multiple manager portfolios.
SMA Investment Strategies
- AIA S&P 500® Strategy (Large Cap)
- AIAS&P 400® Strategy (Mid Cap)
- AIAS&P 600® Strategy (Small Cap)
- AIAS&P 1500® Strategy (All Cap)
- AIAS&P ADR/International Strategy
- AIAS&P Global 500 Strategy (Large Cap)
- AIAS&P Global 1500 Strategy (All Cap)
- Loomis Sayles Intermediate (5 Year) Municipal Bond Strategy
- Loomis Sayles Medium (10 Year) Municipal Bond Strategy
- Natixis/AEW Diversified REIT Strategy
- Natixis/Loomis Sayles Core Fixed Income Strategy
(with Securitized Asset Fund) - Natixis/Loomis Sayles Core Plus Strategy (with Funds)
- Natixis/Loomis Sayles Core Total Return Strategy (with Funds)
- Natixis/Loomis Sayles Global Growth ADR Strategy
- Natixis/Loomis Sayles Intermediate Duration Fixed Income Strategy
- Natixis/Loomis Sayles Large Cap Growth Strategy
- Natixis/Loomis Sayles Small/Mid Cap Strategy
- Natixis/Mirova Global Sustainable Equity ADR Strategy
- Natixis/Mirova International Sustainable Equity ADR Strategy
- Natixis/Mirova U.S. Sustainable Equity Strategy
- Natixis/Vaughan Nelson Mid Cap Strategy
- Natixis/Vaughan Nelson Select Strategy
- Natixis/Vaughan Nelson Small Cap Value Strategy
- Natixis/WCM Quality Global Growth Equity ADR Strategy
- Oakmark Large Value Strategy
Loomis Sayles Custom Managed Accounts – our Custom Income Strategies team partners directly with you to design tailored fixed income strategies to meet your specific needs. Contact your financial advisor to learn more.
More About SMAs
The Benefits of SMAs
- Professionally managed individual account
- Opportunities for customization and tax management
- Tax-efficient asset transitions
- Enhanced transparency
- Potential fee savings relative to other investment vehicles
Why Natixis SMAs
- Broad range of actively managed and index strategies
- 20-year track record of partnering with financial advisors
- Create personalized portfolios using direct indexing
Competitive Advantages
- Ability to transition assets with minimal tax consequences
- Extensive customization options to align with goals and values
- Active and passive investment options
Learn More
Want more information on SMA strategies?
Contact Us
2669665.5.1