Natixis Investment Managers Solutions Celebrates 20 Years of the AIA S&P 500® Direct Indexing Strategy

Natixis Investment Managers Solutions Celebrates 20 Years of the AIA S&P 500® Direct Indexing Strategy

Boston and San Francisco – () – Natixis Funding Managers Options celebrates 20 years of its AIA S&P 500® direct indexing technique. Launched in November 2002, Lively Index Advisors Methods, the direct indexing enterprise of Natixis Funding Managers Options, has grown from $4 million in belongings beneath administration (AUM) to almost $8 billion immediately, and the main AIA S&P 500® Strategy It has tracked its benchmark inside 12 foundation factors per 12 months from the beginning, outperforming on a post-tax foundation by greater than 370 foundation factors on an annual common foundation.

The technique is a part of the direct indexing enterprise of Natixis Funding Managers Options and seeks to outperform on an after-tax foundation, whereas offering a pre-tax return much like the S&P 500® Index. Every individually managed account is exclusive and may have limitations on present holdings and stock. Key options embody constant and diversified publicity to the S&P 500® Index, a proprietary stratified sampling methodology for representing the index with a subset of shares, and particular person account-level allocation.

“For 20 years, now we have been devoted to offering buyers with lively and customised indexing methods that assist our shoppers maximize their after-tax returns whereas assembly their distinctive wants, reminiscent of ESG issues or targeted fairness positions,” stated Kurt Overway, a participant. Head of Funding Managers Options at Natixis. “Direct cataloging has gained a number of reputation in current months, so we’re proud to have one of many longest and most constant observe data of all direct catalogers available in the market, and we’re proud to have a good time its twentieth anniversary.”

Natixis Investments offers totally customizable SMAs which can be suitable with a wide range of indices, spanning varied market capitalization segments and geographies. These individually managed account portfolios may be custom-made for tax functions, to align with investor values ​​and pursuits, slant towards components, or a set of objectives. All accounts are actively managed and supply publicity to the beta indicator.

“Buyers have grow to be extra subtle and attuned to the influence of taxes on their investments, whereas others have proven an elevated curiosity in allocating ESG or different values,” stated Kevin Maeda, Head of Funding, Direct Indexing, Natixis Funding Managers Options. “Every account is exclusive and seeks to maximise after-tax return for every particular person investor, one thing that conventional mutual funds and ETFs can not do. Direct Indexing offers an incredible answer for shoppers on the lookout for a extremely custom-made portfolio.”

Efficiency Overview (As of 9/30/2022)

AIA S&P 500® (giant capital) technique

interval returns1 (whole proportion) – most federal and state tax charges

AIA S&P 500® earlier than taxes

Commonplace & Poor’s 500® Index earlier than taxes

distinction earlier than tax

AIA S&P 500® after the tax

Commonplace & Poor’s 500® after-tax indicator

The distinction after tax

tax

alpha

3 months

-4.88

-4.88

0.00

-3.83

-5.23

1.40

1.40

YTD

-23.37

-23.87

0.50

-18.17

-24.71

6.54

6.04

One 12 months

-14.84

-15.47

0.63

-8.77

-16.74

7.98

7.35

3 years

7.73

8.16

-0.43

12.24

6.50

5.74

6.18

5 years

9.32

9.24

0.08

12.67

7.59

5.08

4.99

10 years

11.41

11.70

-0.29

13.45

10.21

3.24

3.53

Since inception (11/2002)

9.54

9.42

0.12

12.10

8.35

3.75

3.63

interval returns1 (Community %)2 Most federal and state tax charges

AIA S&P 500® earlier than taxes

Commonplace & Poor’s 500® Index earlier than taxes

distinction earlier than tax

AIA S&P 500® after the tax

Commonplace & Poor’s 500® after-tax indicator

The distinction after tax

tax

alpha

3 months

-5.61

-4.88

-0.73

-4.81

-5.12

0.31

1.04

YTD

-25.13

-23.87

-1.26

–21.30

-24.43

3.13

4.39

One 12 months

-17.40

-15.47

-1.93

-12.94

-16.31

3.37

5.30

3 years

4.56

8.16

-3.61

8.02

7.09

0.93

4.53

5 years

6.11

9.24

-3.13

9.13

8.17

0.96

4.09

10 years

8.14

11.70

-3.56

10.55

10.67

-0.12

3.44

Since inception (11/2002)

6.32

9.42

-3.10

9.36

8.68

0.68

3.78

The efficiency knowledge introduced represents previous efficiency and isn’t a assure of future outcomes and isn’t essentially indicative of them.

Whole Efficiency doesn’t keep in mind transaction prices, funding advisory charges, custody charges or different bills charged to shoppers’ accounts, or deductions for earnings taxes. Whole unique price returns are supplementary info. Submit-tax returns solely apply to taxable accounts. Web efficiency displays the deduction of funding advisory charges charged to shoppers’ accounts, in addition to transaction charges. These charges will scale back funding efficiency over time. Indices usually are not investments, don’t incur charges and bills, and usually are not professionally managed. It’s not doable to take a position immediately in an index.

1 Efficiency for lower than a 12 months just isn’t transferred to a 12 months.

2 The assumed typical combination price used is 3.0% retroactively from the beginning.

After-tax development was calculated utilizing most federal and state tax charges.

Funding threat: All securities are topic to threat, together with the potential for capital loss. Please learn the dangers related to every funding earlier than investing. Detailed discussions of the dangers of every funding are included in Half 2a of every firm’s ADV type. The investments described on this presentation could also be topic to sure extra dangers. Opinions and opinions expressed might change based mostly on market and different circumstances. This materials is offered for informational functions solely and shouldn’t be construed as funding recommendation. There may be no assure that developments will happen as anticipated. Precise outcomes might differ.

This materials is offered for informational functions solely and shouldn’t be construed as funding recommendation. Opinions and opinions expressed might change based mostly on market and different circumstances. There may be no assure that developments will happen as anticipated. Precise outcomes might differ.

About Natixis Funding Managers Options

Natixis Funding Managers Options1 Offers design, growth and implementation of portfolio methods tailor-made to particular funding targets and distinctive portfolio constraints. Totally built-in companies mix funding experience, portfolio evaluation and constructing capabilities to ship a broad vary of custom-made options and $45.2 billion in belongings2and 33 funding professionals and 20 years of options partnerships.

1 division of Natixis Advisors, LLC. Natixis Advisors, LLC is likely one of the impartial asset managers affiliated with Natixis Funding Managers

2 Property Beneath Administration (“AUA”) as of June 30, 2022. An AUA might, as famous, embody belongings for which non-regulatory AUM companies are offered. Non-regulatory belongings embody belongings that don’t fall throughout the SEC’s definition of a regulatory AUM in Kind ADV, Half 1.

About Natixis Funding Managers

Natixis Funding Managers’ affiliate method connects shoppers with the impartial considering and targeted expertise of greater than 20 lively managers. Ranked among the many largest asset managers on this planet1 With over $1.1 trillion in belongings beneath administration2 (€1.1 trillion), Natixis Funding Managers presents a various vary of options throughout asset lessons, patterns and autos, together with modern ESG methods and merchandise and merchandise devoted to selling sustainable financing. The corporate collaborates with shoppers with the intention to perceive their distinctive wants and supply funding insights and options tailor-made to their long-term objectives.

Headquartered in Paris and Boston, Natixis Funding Managers is a part of the worldwide monetary companies division of Groupe BPCE, the second largest banking group in France by way of its Banque Populaire and Caisse d’Epargne retail networks. Natixis Funding Managers AEW affiliate funding administration corporations embody; AlphaSimplex group; DNCA Investments3 Dorval Asset Administration; Flexstone Companions Portal Funding Advisors. Harris Associates Joint Buyers Restricted; Loomis, Sayles & Co.; Mirova. credit score MV Companions Naxicap; Usyam. Asset Administration Ostrum See Sevenure Companions Asset Administration Thematics; Vauban Infrastructure Companions; Vaughan Nelson Funding Administration; and WCM Funding Administration. Moreover, funding options are provided by Natixis Funding Administration Options and Natixis Advisors, LLC. Not all presents can be found in all jurisdictions. For added info, please go to the Natixis Funding Managers web site at im.natixis.com | LinkedIn: LinkedIn.com/company/natixis-investment-managers.

The distribution and repair teams of Natixis Funding Managers embody Natixis Distribution, LLC, which is a limited-purpose broker-dealer and distributor of varied US-registered funding corporations whose advisory companies are offered by subsidiaries of Natixis Funding Managers, Natixis Funding Managers SA ( Luxembourg), Natixis Funding Managers Worldwide (France), and its distribution and repair entities in Europe and Asia.

1 Cerulli Quantitative Replace: International Markets 2022 ranks Natixis Funding Managers because the 18th largest asset supervisor on this planet based mostly on belongings beneath administration as of December 31, 2021.

2 Property beneath administration (“belongings”) of present subsidiaries measured as of June 30, 2022 quantity to $1,156.7 billion (€1,106.7 billion). Property beneath administration might embody, as said, notional belongings, serviced belongings, whole belongings, minority owned subsidiaries belongings and different forms of non-regulated belongings managed or serviced by the associates of Natixis Funding Managers.

3 A trademark of DNCA Finance.

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