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Managing Tax Costs with Index-Based Separate Accounts
Watch this overview of Natixis tax management solutions utilizing customized separate accounts to help maximize after tax returns.
Minimizing investment taxes with separately managed accounts can present a significant barrier for investors seeking to change strategies or realign portfolios. Active Index Advisors® (AIA) combines the low fees and tight benchmark correlation of index investing with the tax management and flexibility of separate accounts to construct diversified, tax-efficient portfolios. Both the strategy and index can be customized to complement existing portfolio holdings.
AIA provides clients with high-touch, uniquely-customized solutions tailored to the exacting needs of clients who work directly with a dedicated service team. Given changes in day-to-day security performance and personal investment considerations, this stratification process results in a truly individualized portfolio for each investor.
Solutions
Review a robust selection of index strategies designed to track a targeted index on a pre-tax basis and outperform it on an after-tax basis.
Explore customizable risk managed and tax-managed approaches to diversifying concentrated portfolios.
Who We Are
Curt Overway, CFA®
Kevin Maeda
Serena V. Stone, CFA®
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LEARN MORE ABOUT TAX-MANAGED INDEX SOLUTIONS
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