Tax-effective investing, according to Natixis

Distinct fund structure tailors distributions to investor needs.

Michael Ryval 26 November, 2015 | 6:00PM
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Investors who are concerned about the tax-effectiveness of their investments can turn to funds held in a corporate-class structure, a vehicle that allows investors to switch between funds on a tax-free basis. But one company in Canada -- Natixis Global Asset Management -- goes a step further. It offers different share classes tailored to individual tax preferences and income needs.

Natixis Canada is part of Natixis SA, which has headquarters in Paris and Boston. Managing more than US$900 billion in assets, the parent company ranks among the top 20 global money managers.

The Natixis organization gained a foothold in Canada a year ago when it acquired NexGen Financial LP, a pioneer in tax-effective investing. The Canadian firm, which has about $1.1 billion in assets under management, was rebranded last August under the Natixis umbrella. (Natixis SA is owned in turn by BPCE, France's second largest banking group.)

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Michael Ryval

Michael Ryval  Michael Ryval, a regular contributor to Morningstar, is a Toronto-based freelance writer who specializes in business and investing.

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