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.
As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.
Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.
The stock market decline in Q2 2022 created ample opportunities for tax loss harvesting, a key technique for improving after-tax investment performance.
Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.
There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.
Study examines the tradeoffs between tracking error and tax benefits in direct indexing separately managed accounts.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.