Enhancing Tax Alpha Using Everyday Client Workflows

Implementing tax-managed investment strategies is no small feat. Wealth managers, direct indexers and tax-sensitive investors have many complicated challenges to trade-off in order to adhere to client-specific mandates and exhibit strong tax alpha.

In this webinar, we will show how clients leverage Qontigo’s sophisticated tax-managed optimization and risk analytics capabilities to enhance their tax alpha. These techniques will be demonstrated using four typical client workflows:

• Withdrawal cash with minimal tax impact
• Minimize model drift and tax drag
• Transition tax-efficient legacy accounts
• Rebalance SMAs with a tax-aware focus

Moderator:

Dieter Vandenbussche
Managing Director of Equity Research
Qontigo

Presenters:

Walid Bandar
Executive Director
Qontigo

Pam Vance
Managing Director of Product Management
Qontigo