Contact us Account access
Back to role selection

Select your role to continue or return to the Natixis Investment Managers homepage

Financial professional

I am a wealth manager or financial advisor managing investments on behalf of my clients.

Select role

Institutional investor

I represent institutions searching for investment capabilities and solutions.

Select role

Individual investor

I manage my own investments.

Select role

Select your local site for products and services by region

Americas
Latin America
English
United States
English
United States Offshore
English
Asia Pacific
Australia
English
Hong Kong
Chinese English
Japan
Japanese
Korea
Korean
Singapore
English
Europe
Austria
German
France
French
Germany
German
Italy
Italian
Spain
Spanish
Switzerland
Italian French German English
United Kingdom
English
Location not listed?
International
English French
Products Close
Products
Investment capabilities​
Solutions Close
Solutions
From our experts
Insights Close
Insights
In focus
Investor sentiment
Resources Close
Fund resources
Education
About Close
Who we are​
Press
Careers
Contact us
CE Credit

Tips for Managing Taxable Investments

Earn CE Credit in 2 easy steps

1. Watch the full video

2. Complete the quiz & earn CE credit

Take the quiz

Course Overview

This course is designed to educate participants about the impact taxes can have on portfolios. You’ll learn how and when taxes impact different investment vehicles, why proposed tax legislation could affect certain clients, and discover techniques that may enhance after-tax investment returns.

CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA®, RMA®.

Related capabilities

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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

All investing involves risk, including the loss of principal.

This presentation is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. There can be no assurance that developments will transpire as forecasted and actual results will be different. Data and analysis does not represent the actual or expected future performance of any investment product. We believe the information, including that obtained from outside sources, to be correct, but we cannot guarantee its accuracy. The information is subject to change at any time without notice.

This document may contain references to copyrights, indexes and trademarks that may not be registered in all jurisdictions. Third-party registrations are the property of their respective owners and are not affiliated with Natixis Investment Managers or any of its related or affiliated companies (collectively “Natixis”). Such third-party owners do not sponsor, endorse or participate in the provision of any Natixis services, funds or other financial products.

Registered investment products are offered through Natixis Distribution, LLC, 888 Boylston Street, Boston, MA 02199. Member FINRA / SIPC.

Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decision.

Not FDIC Insured. May lose value. No bank guarantee.

NIM-12172024-1sro5bnk