Since 2002, Natixis Investment Managers Solutions has provided fully customizable separately managed accounts (SMAs) aligned to a variety of indices, spanning different market capitalization segments and geographic regions. These portfolios can be customized for tax purposes, to align with investor values and concerns, to tilt toward factors, or for a combination of objectives. All accounts are actively managed and provide beta exposure to an index.
This type of solution can help taxable investors mitigate tax liability in their portfolios, minimize capital gains, and generate capital losses to help plan for future taxable events while offering tax-exempt investors the ability to integrate restrictions, factor preferences, and values into highly customized index-aligned portfolios.
