SMAs Designed for a Variety of Investor Goals
A Separately Managed Account (SMA) is a more customized investment than a mutual fund or ETF (exchange-traded fund). In an SMA, the investor owns all of the securities directly, which makes it possible to minimize the impact of taxes using techniques like capital gains deferral and tax loss harvesting.
Natixis provides a range of SMA strategies that offer specialized solutions for high net worth and multiple manager portfolios, including a focus on trading efficiency and tax management.
Natixis SMA Strategies
- Natixis/AEW Diversified REIT Strategy
- Active Index Advisors S&P 500® Strategy (Large Cap)
- Active Index AdvisorsS&P 400® Strategy (Mid Cap)
- Active Index AdvisorsS&P 600® Strategy (Small Cap)
- Active Index AdvisorsS&P 1500® Strategy (All Cap)
- Active Index AdvisorsS&P Global 500 Strategy (Large Cap)
- Active Index AdvisorsS&P ADR/International 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 Strategy
- Natixis/Loomis Sayles Large Cap Growth Strategy
- Natixis/Loomis Sayles Intermediate Duration Fixed Income Strategy
- Natixis/Loomis Sayles Small/Mid Cap Strategy
- Natixis/Mirova Global Sustainable Equity ADR Strategy
- Natixis/Vaughan Nelson Small Cap Value Strategy
- Natixis/Vaughan Nelson Select Strategy
- Natixis/Vaughan Nelson Value Opportunity Strategy