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.