Natixis (Active Index Advisors)
AIA Direct Indexing SMAs
Open
- Assets
- $8B+
- Fee a year
- Not disclosed
- Minimum
- Not disclosed
- Tracking error
- Not disclosed
- Investors
- Not disclosed
- Open to
- Anyone
- Lock-up
- None
- Holdings
- Not disclosed
- Benchmark
- S&P 500, S&P 1500, S&P 500 Value, S&P 500 Growth, S&P ADR
- Custodians
- Not disclosed
- Access
- Through an advisor, on advisor platforms
- Launched
- 2002
- Assets, in detail
- As of 2023-02. Over $8B in Natixis IM Solutions direct indexing SMAs (a floor, 2023-02-22 Natixis and Solactive release). No later figure is published. Natixis IM Solutions reports $57.3B in assets under administration across all its services (2026-06-30).
- Fee schedule
- Not published on the factsheets.
- Tracking error, method
- Not disclosed.
Natixis (Active Index Advisors), all products
- 2026-06$57.3BNatixis IM Solutions assets under administration, all services (provider-level)
Sources
Checked 2026-10. Confidence: low.
Where to get it
The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.
No access provider in our data names this product yet.
Other direct indexing
- Goldman Sachs Asset Management Direct Indexing (Tax-Advantaged Core)$260B
- Parametric (Morgan Stanley) Custom Core$254B
- Aperio (BlackRock) Tax-Managed Equity SMA$175B
- Northern Trust Asset Management Direct Indexing (Tax-Advantaged Equity)$149B
- Franklin Templeton (Canvas) Canvas Custom Indexing$30.3B
- Vanguard Vanguard Personalized Indexing$11.4B
- Ethic Values-Based Direct Indexing$10.1B
- Wealthfront S&P 500 Direct0.09%
- Frec Direct Indexing (Classic)0.09%–0.35%
- Schwab Schwab Personalized Indexing0.35%–0.40%
- Fidelity Managed FidFolios0.40%
- Public.com Direct Indexing0.19%
- J.P. Morgan (55ip) Tax-Smart Direct Indexing0.10%–0.23%