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.
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? Picture this… an asset management company responsible for 1,000 tax-aware portfolios for high net-worth individuals, insurance companies, foundations, endowments and taxable trusts. The firm wants to withdraw […]