Direct Indexing

Tax-Saving Opportunities Are Silver Lining in Bear Market

There may be an upside to the stock market’s decline: the ability to harvest losses to offset portfolio gains – and improve after-tax returns.

What’s in Your Index: Value vs. Growth

As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.

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Tax Efficiency and Beyond: An Inside Look at Direct Indexing

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

Bear Market Creates Tax-Saving Opportunities

The stock market decline in Q2 2022 created ample opportunities for tax loss harvesting, a key technique for improving after-tax investment performance.

Customized Equity Portfolios Invest for Racial Equality

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • March 9, 2022
The Case for Taxable Retirement Investing: Part 2

Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.

The Case for Taxable Retirement Investing: Part 1

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

Asset Location Strategies

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

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CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing

Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.

Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

Direct Indexing: Active or Passive?

Study examines the tradeoffs between tracking error and tax benefits in direct indexing separately managed accounts.

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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.

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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.

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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.

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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.