Managing Taxable Investments with Direct Indexing – Natixis Investment Managers – 2.18.25

Summary:

Now On Demand CE
High net worth investors have unique concerns that often fall beyond the scope of traditional advisory services and off-the-shelf products. This is where a direct indexing strategy can come into play. Now is your chance to learn about the practical applications of direct indexing as we will delve into the impact of taxes on portfolios. This one-hour webinar explains how to leverage direct indexing to enhance after-tax returns and manage taxable investments more efficiently.

What you’ll learn:

• Discover why taxes are often the largest expenditure for high-income households and how tax drag can exceed investment management fees.
• Learn about the preferential long-term capital gains rates and the potential changes with Congressional action on the 2017 Tax Cuts and Jobs Act.
• Understand how Direct Indexing can match the performance of an equity index on a pre-tax basis and outperform it on an after-tax basis through techniques like tax loss harvesting, gain deferral, and earning qualified dividends.
• Explore how Direct Indexing can be used as a tax-efficient core equity holding, for planning large capital gain events, and for transitioning assets in a tax-efficient manner.
• Learn about Natixis’s tax-first approach and how it differentiates clients through a tax transition analysis.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Michael Yip is Chief Investment Officer, Direct Indexing, at Natixis Investment Managers Solutions. He joined the firm in 2024 and is responsible for leading the management, oversight, and execution of the investment process for the direct indexing strategies.

Prior to joining Natixis, he was a Senior Portfolio Manager Architect at Russell Investments where he built and launched the firm’s direct indexing business and was responsible for all aspects of portfolio construction and ongoing portfolio implementation. Previously, he was a Director at Parametric Portfolio Associates where he managed and implemented custom portfolios including direct indexing, active manager, ETF, and mutual fund sleeves. He also improved and built new algorithms and tools to increase scale and capabilities.

Michael received a BA in Business Administration, with a Concentration in Finance, from the University of Washington. He is also a Certified Financial Analyst^®.

Gregory V. Kanarian is an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. In this capacity, Greg collaborates closely with the Direct Indexing portfolio management team and client relationship managers, acting as an expert on all investment solutions that incorporate direct indexing. He is tasked with communicating the product’s strategy and benefits with clients and prospects to help drive business strategy and development. Greg also researches and writes about relevant investment, tax, and financial planning topics.

Prior to joining the Investment Strategies Group in 2024, Greg served as a portfolio consultant at Natixis for 12 years. He was also portfolio consultant with Deutsche Bank and a financial planning associate with Pillar Financial Advisors. He has over 21 years of investment industry experience.

Greg has a BS in finance from Babson College and a JD from Suffolk University Law School. He currently serves on the investment committees for Boston’s Armenian Heritage Park, St. Stephen’s Armenian Apostolic Church, and Camp Haiastan. He is a CFA^® charterholder and is FINRA Series 7 and 66 licensed.