Why Choose This Strategy?
- For a smarter way to index
- To transition, unwind, or diversify portfolio positions
- To plan for a future taxable event
- The strategy focuses on maximizing after-tax wealth by applying active tax management to an index-based separately managed account. Every account is unique and can be customized.
- The managers use a proprietary stratified sampling methodology to represent the index with a subset of stocks.
- Owning the stocks directly offers the ability to accrue current losses that can be used to offset capital gains from other portfolio investments, now or in future years.
Seeks to provide a pre-tax return similar to the S&P Global Index, while outperforming on an after-tax basis.
Natixis Investment Managers | Solutions
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