Practical ways to enhance after-tax returns via direct indexing – Natixis Investment Managers – 9.8.25

Summary:

On Demand CE

With a fresh set of tax laws and financial planning opportunities on the horizon, now is a good time to rethink tax management needs of clients – as well as techniques to achieve them. This webinar will delve into how taxes may impact investment portfolios, outlook for taxes, and practical ways to leverage direct indexing SMAs to enhance after-tax returns and manage taxable investments more efficiently.

You’ll learn to:

• Build more cost-efficient portfolios
• Take advantage of loss harvesting moves
• Boost after-tax returns via tax-managed equity indexing
• Transition accounts in a less taxing way
• Customize accounts to deliver more value to your clients

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:

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.