Overlay Management Solutions
Integrated Portfolio Implementation from Natixis Advisors
Customize, coordinate, and monitor multi-asset portfolios in real time – across separate accounts, mutual funds, and ETFs.
For advisors, managers and institutional clients focused on harmonizing their separate accounts, we offer a wide range of managed account options to address unique tax considerations, portfolio implementation concerns and customized plan requirements.
Our managed accounts division, Managed Portfolio Advisors® (MPA), is an acknowledged pioneer in overlay management, with specialized expertise spanning integrated portfolio management, asset services, tax management and factor portfolios. MPA delivers solutions customized to clients’ unique specifications, harnessing a combination of sophisticated technology and deep investment experience.
A Focus on Taxes

As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

Overviews techniques for reducing the impact of taxes on investment portfolios.

The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
FIND OUT HOW YOU CAN DEVELOP A CUSTOMIZED PORTFOLIO IN LINE WITH YOUR CLIENTS’ UNIQUE OBJECTIVES.
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