The Impact of Tax Management on Client-Designed Portfolios
Jun 21, 2023
Direct Indexing, which is an investment process that has been deployed for many years, can be used by wealth managers to design portfolios based on their knowledge of the client’s particular circumstances.
In “The Impact of Tax Management on Client-Designed Portfolios,” we analyzed the impact of managing investment preferences alongside different tax-management approaches.
Client-designed index reflecting clients’ preferences
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