Down markets in 2022 allowed investors who own stocks directly in Separately Managed Accounts to reduce capital gain taxes by using tax-loss harvesting.
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.
Natixis experts sum up ETF benefits and attributes from best execution, tax efficiency, and liquidity to the creation/redemption process and more.
Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.
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.
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.
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.