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Best Practices & Innovations in Model Portfolios

Highlights from a panel talk on model portfolios featuring Natixis Solutions’ Portfolio Manager Brian Kmetz, CFA®, offer best practices and innovations.

October 18, 2022 Brian Kmetz
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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.

September 27, 2022 Kevin Maeda
The Art – and Science – of Building Better Model Portfolios

As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

December 6, 2021 Financial Professional content – requires login
Direct Indexing: Active or Passive?

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

October 1, 2021 Curt Overway Financial Professional content – requires login