Direct Indexing Strategies
Natixis Investment Managers Solutions Direct Indexing provides fully customizable SMAs that seek to track an index before taxes and outperform it after taxes. These separately managed account portfolios can be customized for specific tax or other investment strategies.
To learn more and see case studies, download Direct Indexing: A Smarter Way to Index.
Tax-Efficient Investing in Separately Managed Accounts (SMAs)
Why Direct Indexing – 5 Investor Applications
Maximize after-tax return
Accounts use active tax loss harvesting, selling securities that have lost value to offset taxes on capital gains.
Transition investment accounts
Accounts can accept securities in-kind to minimize the tax consequences of moving assets to a new broker or firm.
Unwind concentrated positions
Accounts can accommodate existing equity positions, selling shares gradually to minimize capital gain taxes.
Customize a portfolio
Portfolios can favor or exclude specific sectors or securities to align with investor values or diversification goals.
Offset future capital gains1
Investment losses accrued can be carried forward to offset capital gains in future years.
Direct Indexing SMAs Are the Most Tax-Efficient Way to Index
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|Track Index Pre-Tax||✔||✔||✔|
|Capital Losses to Offset Gains||✘||✘||✔|
|Actively Tax Managed||✘||✘||✔|
Specialized Investment Portfolios
Investor Applications for Direct Indexing
Direct Indexing Solutions for Tax-Efficient Diversification
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Generate Better After-Tax Returns with Direct Indexing
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Tax-Efficient Portfolio Transitions Using Direct Indexing
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
Want to Learn More?
Give us a call or send us an email. We'll be in touch soon to discuss our direct indexing strategies.
2 Capital gain is a rise in the value of a capital asset (investment or real estate) that gives it a higher worth than the purchase price.
3 A portfolio tilt is an investment strategy that overweights a particular investment style.
Natixis Advisors, LLC does not provide tax advice. Please consult with your financial advisor or tax professional.
Investing involves risk, including the risk of loss.
Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices; therefore a portfolio’s universe of investments may be reduced. It may sell a security when it could be disadvantageous to do so or forgo opportunities in certain companies, industries, sectors or countries. This could have a negative impact on performance depending on whether such investments are in or out of favor.
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