News & Research

Wealth managers today have a myriad of nuances to sort through in order to deliver the most tax-efficient investment options to clients. Complexities arise when managers must simultaneously harvest tax-losses, transition legacy accounts and withdraw cash—all with minimal tax impact.

When clients invest in tax-managed investment strategies, their goal is to track the model portfolio, while harvesting as many losses as possible.

Many of our clients are interested in creating and managing optimized tax portfolios. But what’s the most practical way to get this done with the Axioma Portfolio Optimizer?