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. In this case study, we explore how the tax functionality of the Axioma Portfolio Optimizer can help tax-sensitive investors minimize tax drag and maximize after-tax returns.
Authors
Walid Bandar
Executive Director, Qontigo
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