Integrated Portfolio Implementation from Natixis Advisors
Customize, coordinate, and monitor multi-asset portfolios in real time – across separate accounts, mutual funds, and ETFs.
Integrated Portfolio Implementation® provides investment professionals with a personalized dashboard to monitor and manage client accounts – and improve outcomes related to:
- Taxable capital gains
- Portfolio rebalancing
- Investment decision implementation
- More complete investment picture
- Better tax efficiency
- Customization for client preferences, including environmental, social, and governance (ESG) considerations
Rebalancing may involve tax consequences.
All investing involves risk, including risk of loss.
Natixis Advisors, L.P. provides advisory services through its divisions Active Index Advisors® and Managed Portfolio Advisors®. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC.