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.

Discover the Value of Overlay Management
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.

Overlay Management

MPAcopy

A Focus on Taxes

MPA’s tax management techniques help to preserve intended investment exposure while improving after-tax returns for clients, given the reality that taxes typically diminish fund total returns by 1%-2% per year. Reducing the tax liability is coordinated seamlessly at the portfolio level for clients, in line with varying tax situations. MPA’s associated division Active Index Advisors® (AIA) offers tax-managed, index-based separately managed accounts for an additional measure of tax control.

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CE Credit: Managing Taxable Investments

Overviews techniques for reducing the impact of taxes on investment portfolios.
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What Might a Biden Tax Plan Mean for Investors?

A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.
Assessing the Impact of Biden’s Tax Proposal on Investment Returns

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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