• The tax landscape changed dramatically in 2018. With potential changes to tax rates, evaluating the effectiveness of tax management strategies in client portfolios takes on greater importance.
  • Employing techniques such as tax loss harvesting can help mitigate the impact of taxes on portfolio returns.
  • This case study has examined the potential benefits of employing a number of tax management techniques as part of a tax overlay process.
Natixis Investment Managers does not offer tax advice. Please consult with a tax or legal professional prior to making any investment decisions.

All investing involves risk, including risk of loss. This material is provided for informational purposes only and should not be construed as investment advice.

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