Portfolio Rebalancing Using Derivatives: Futures Overlays

Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.

The Case for Taxable Retirement Investing: Part 2

Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.

The Case for Taxable Retirement Investing: Part 1

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

Asset Location Strategies

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

Portfolio Rebalancing in Uncertain Times

Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.

Quantifying the Value of a Tax Overlay: A Case Study

A review of the actual experience of applying tax management techniques to real-world portfolios that are diversified and actively managed.

Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

Integrated Portfolio Implementation®

Learn how overlay management allows advisors to combine SMAs, mutual funds, ETFs and other vehicles into a single tax-managed account or portfolio.

Techniques for Harvesting Higher After-Tax Returns

Research shows that taxes can reduce returns by as much as 2% a year, but there are many ways to reduce the tax bite.

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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.