Natixis Investment Managers Solutions Direct Indexing provides fully customizable separately managed accounts (SMAs) that seek to track an index before taxes and outperform it after taxes. These SMA portfolios can be customized for specific tax or other investment strategies.
Why direct indexing – 5 investor applications
Maximize tax-efficient investing
Transition investment accounts
Offset future capital gains
Unwind concentrated positions
Customize a portfolio
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Direct indexing SMAs are the most tax-efficient way to index
Specialized investment portfolios
Sustainable/ESG indexing
Our proprietary methodology can apply environmental, social and governance (ESG) factors to create personalized indexes. Positive screening favors stocks with positive ESG ratings or best-in-class within sector. Negative screening excludes specific securities or sectors based on an investor's preferences.
Racial equity indexing
Designed to track the S&P 500® index reasonably closely pre-tax, but with a deliberate focus on racial equity and justice. Invests in companies that are leaders in diversity, equity and inclusion, and avoids companies that cause, contribute to, exploit or profit from racial injustice.
Investor education
Related insights
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A tax liability is the total amount of tax debt owed by an individual, corporation or other entity to a taxing authority.
Capital gain is a rise in the value of a capital asset (investment or real estate) that gives it a higher worth than the purchase price.
A portfolio tilt is an investment strategy that overweights a particular investment style.
Natixis Advisors, LLC does not provide tax advice. Please consult with your financial advisor or tax professional.
Investing involves risk, including the risk of loss.
Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices; therefore, a portfolio’s universe of investments may be reduced. It may sell a security when it could be disadvantageous to do so or forgo opportunities in certain companies, industries, sectors or countries. This could have a negative impact on performance depending on whether such investments are in or out of favor.