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: Managing tax costs and capital gains.

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.

Agenda Topics:

• 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