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
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.