America's Best Direct Indexing Buyers Guide 2024 - 29

2024 DIRECT INDEXING BUYERS GUIDE
Natixis Investment Managers Solutions
101 2nd St, Ste 1600, San Francisco, CA 94105 * www.im.natixis.com
Michael Yip, CFA®
Chief Investment
Officer
Natixis partners with clients in order to
understand their unique needs and provide
insights and investment solutions tailored
to their long-term goals. Our multi-affiliate
approach connects you to the independent
thinking and focused expertise of more than
15 active managers around the globe. Ranked
among the world's largest asset managers,
we deliver a diverse range of solutions across
asset classes, styles, and vehicles. We consult
and partner with our clients, and continually
evaluate markets and assumptions to ensure
their strategy delivers on long-term goals.
Benjamin Kerelian,
CFA®
Portfolio Manager
Our direct indexing capabilities are provided
by Natixis Investment Managers Solutions. In
addition to direct indexing, we offer multi-asset
solutions, including model portfolios and target
date funds, as well as integrated portfolio
implementation and portfolio analysis and
consulting services.
Rosemary Ellis,
CFP®
Associate Portfolio
Manager
We prioritize tax efficiency over
index replication with the goal
of maximizing after-tax returns
Our tax-first approach offers
opportunities for customization
including: capital gains budget,
funding source, sector and
security constraints, and
values-based screens. The
flexibility to take concentrated/
low-basis positions, in-kind,
has differentiated Natixis in the
direct indexing space.
Brand of direct indexing platform/product:
Natixis Investment Managers Solutions /
Active Index Advisors strategies
Platform/product architecture: Open
Total AUM/AUA: Solutions: $78.2 billion;
Direct Indexing: $16.9 billion
Year direct indexing platform/
product began: 2002
Indexing type: Product
Distribution strategy: Via other platforms /
financial advisors. Platforms include major
custodial platforms such as Schwab, Fidelity,
Pershing, etc. and broker/dealer firms such
as Merrill Lynch, UBS, Raymond James,
LPL, Edward Jones, Stifel, Janney, etc.
Advisor channel served: RIA, B/D
Wirehouse, B/D Independent, Institutional
Personalization options: Yes
Private labeling: Yes
Managers GIPS©
compliant: Yes
Number of custom indices available: >25
Types of products available: Separate
accounts holding individual stocks
Minimum investment requirement: $100,000
Tax optimization features: Yes
Asset allocation methodologies:
Proprietary multifactor algorithm
Rebalancing features: Yes
Supported custodians: Schwab, Fidelity,
Pershing and many others
Marketing support offered: Yes
Platform's unique selling proposition:
Capital gains budget, Focus on
tax management, Higher degree of
customization
Product/platform's performance tracking
& reporting capabilities: After-tax returns
Use Cases: Banking losses to offset future
capital gains, Direct indexing, Enhanced
after-tax returns, Tax-loss harvesting,
Transitioning assets
Solutions open to the public: No, access is
through financial advisors.
Natixis Advisors, LLC ( " Natixis Advisors " ), provides discretionary advisory services as an investment advisor, and serves as a marketing and sales
support agent. Discretionary advisory services, with the assistance of model portfolio providers some of which are affiliates of Natixis Investment
Managers, is provided through a division of Natixis Investment Managers Solutions. 5801883.3.1
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Trade efficiency: Yes
Sleeve-level reporting: Yes
Integration with trade execution or order
management systems: Yes
Integration with trust accounting
systems: Yes
Proposal generator availability: Yes
https://www.im.natixis.com/en-us/home
America's Best Direct Indexing Buyers Guide 2024

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