SMAs Designed for a Variety of Investor Goals
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 an SMA, 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 strategies from our affiliated managers and outside managers that offer specialized solutions for high net worth and multiple manager portfolios.
SMA 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 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
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
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Want more information on SMA strategies?
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