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FIXED INCOME
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RETIREMENT
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Watch
Tax Efficiency and Beyond: An Inside Look at Direct Indexing
Learn about the fully customizable, tax-managed index portfolios available from
Natixis Investment Managers Solutions.
September 27, 2022 Kevin Maeda
INSIGHTS
* Latest Insights
* Videos
* Podcasts
FEATURED TOPICS
* Market Outlook
* Volatility
* Direct Indexing
* ESG Investing
* Equities
* Fixed Income
* ETFs
* Research Findings
LATEST HEADLINES
* How to Evaluate a Direct Index Provider
* Revalidating the Case for Duration in Fixed Income Portfolios
* Why Extend Duration: Total Return in Fixed Income
* Recession Outlook: Going, Going, Gone
* A Concentrated Portfolio May Mean Enhanced Returns
Macro Insights
Designed to Help You Prepare
Get data-driven analysis of today’s capital markets that looks beyond the
headlines and helps you put current events into better context.
FUND RESOURCES
* Fund Documents
* Forms and Applications
* Tax Information
* Frequently Asked Questions
* Quarterly Fund Manager Podcasts
INVESTOR EDUCATION
* Basics of Investing
FUND FAMILIES
* Loomis Sayles Funds
* Natixis Funds
* Oakmark Funds
* Vaughan Nelson Funds
* WCM Funds
ADVISOR EDUCATION
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TOP FORMS
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* Change of Registration Form
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Watch
CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in
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Reviews changes in tax legislation, the impact of taxes on various investment
vehicles, and techniques for enhancing after-tax investment returns.
April 3, 2023 Jeffrey C. Clough
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REGULATORY INFORMATION AND DISCLOSURE DOCUMENTS FOR NATIXIS ADVISORS, LLC
Regulatory Information
This website is issued by Natixis Advisors, LLC, which is registered and
regulated as an investment adviser by the Securities Exchange Commission
(“SEC”). Natixis Advisors, LLC is a limited liability company organized on
January 23, 1995, under laws of the State of Delaware. Natixis Advisors, LLC
maintains a principal office located at 888 Boylston Street, Boston,
Massachusetts 02199 with an additional office at 101 Second Street, Suite 1600,
San Francisco, California 94105 that supports the services offered by its
divisions.
Please refer to the Terms of Use for further information about this website.
Regulatory Disclosure Documents
The documents below are provided by Natixis Advisors, LLC. Please be aware that
any reference to NGAM, L.P. or Natixis Advisors, L.P. in these documents refers
to the former name of Natixis Advisors, LLC.
Please select one of the following:
* ADV Part 3: Client Relationship Summary (CRS)
* ADV Part 2A: Firm Brochure
3109925.6.1
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*
*
Check the background of Natixis Distribution, LLC – on FINRA's BrokerCheck.
Before investing, consider the fund's investment objectives, risks, charges, and
expenses. You may obtain a prospectus or a summary prospectus containing this
and other information. Read it carefully.
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.
Copyright © 2023 Natixis Distribution, LLC – All rights reserved.
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