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
Overviews techniques for reducing the impact of taxes on investment portfolios.
A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and 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.