MSCI in Practice: Tax-Aware Portfolio Construction: Systematic tax-management techniques
As we continue our MSCI in Practice series to bring actionable insight during this unprecedented time, on November 11, we present: Tax-Aware Portfolio Construction: Systematic tax-management techniques.
Taxes can meaningfully impact the returns of portfolios in taxable accounts. To maximize post-tax returns, it is important to execute portfolio construction in a tax-aware process.
During this webinar learn how the MSCI Open Optimizer supports multiple tax-aware portfolio construction processes, including tax-loss harvesting in Direct Indexing use cases, and when managing multiple accounts across taxable and tax-advantaged platforms.
- Review the foundation of tax-aware portfolio construction
- Showcase how investors can implement systematic methods of tax-managed portfolio construction
- Explore how Multiple-Account Tax Aware Optimization enables investors to maximize post-tax returns across multiple accounts simultaneously
November 11, 2020
|8:00 a.m. PDT San Francisco
11:00 a.m. EDT New York
4:00 p.m. BST London
Associate, Client Coverage | MSCIRead Bio
Vice President, Analytics Product Management | MSCIRead Bio
Executive Director, Client Coverage | MSCIRead Bio