Select your local site for products and services by region

Americas
Latin America
United States
United States Offshore
Asia Pacific
Australia
Hong Kong
Japan
Singapore
Europe
Austria
France
Germany
Italy
Spain
United Kingdom
Location not listed?
International
Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
September 18, 2024
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
October 09, 2024
Where does fixed income go from here?
Three veteran fixed income managers answer questions on investors’ minds, especially after the Fed’s interest rate cut.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, inclusion, and belonging
We continually work to create an environment that promotes diversity, inclusion, and belonging in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background.
Products

Tailored SMAs to Accommodate a Range of Investor Objectives

Separately managed accounts

A Separately Managed Account (SMA) is a unique investment vehicle that opens the door for more customization and personalization than a mutual fund or ETF. In SMAs, the investor owns all the securities directly, which can lead to opportunities for tax management. Tax loss harvesting, along with a number of other tax management techniques, can drive better after-tax performance.

Beyond that, SMAs allow for customization, giving investors the opportunity to exclude specific securities or objectionable business involvement. Examples include:

  • Reducing or eliminating exposure to employer’s stock
  • Incorporating personal values in the management of the account

Natixis provides a range of SMA investment strategies from our affiliated managers and outside managers that offer specialized solutions for high net worth and multiple manager portfolios.

More about SMAs

The benefits of SMAs

  • Professionally managed individual account
  • Opportunities for customization and tax management
  • Tax-efficient asset transitions
  • Enhanced transparency
  • Potential fee savings relative to other investment vehicles

Why Natixis SMAs

  • Broad range of actively managed and index strategies
  • 20-year track record of partnering with financial advisors
  • Create personalized portfolios using direct indexing

Competitive advantages

  • Ability to transition assets with minimal tax consequences
  • Extensive customization options to align with goals and values
  • Active and passive investment options

Learn more

Want more information on SMA strategies?

There are significant differences between SMAs, Mutual Funds and ETFs, including, but not limited to, minimum account size, cost, and liquidity. Please consider these differences before investing.

2669665.5.2