- How index-based SMAs can optimize tax benefits
- Portfolio construction sampling methodologies: stratified sampling vs. sampled optimization
- The components of after-tax alpha
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.