Investment strategies for actively pursuing better outcomes– including tax-managed equity indexing, international and low volatility equities, ESG-driven strategies and alternatives – are offered from our high-conviction managers.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
A global multi-affiliate platform of independent investment management, consulting, and implementation expertise serving a wide spectrum of investor needs.
It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.
Outlook for Tax Increases Remains Unclear