A Separately Managed Account (SMA) is a more customized investment than a mutual fund or ETF (exchange-traded fund). In an SMA, the investor owns all of the securities directly, which makes it possible to minimize the impact of taxes using techniques like capital gains deferral and tax loss harvesting.

Natixis provides a range of SMA strategies that offer specialized solutions for high net worth and multiple manager portfolios, including a focus on trading efficiency and tax management.

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