The world of wealth management is changing. A younger generation of high net worth and ultra-high net worth clients are demanding more customized portfolios and integration of personal values through vehicles like direct indexing and Separately Managed Accounts. As a wealth management firm – whether you are a CIO or an advisor – there’s increasing pressure to do more, with less.
Let us support you. Our scalable risk management and portfolio construction technology can help you meet the changing expectations your clients have.
What do wealth managers need?
A menu of model portfolios
To ensure the best ideas are captured with a minimum number of starting point building blocks
Customization
To manage client portfolios to the model, taking into account individual client preferences
Tax efficiency at scale
To scale cost-effectively and to maximize client quality of the solution relative to the human capital required for portfolios
Risk models
To have risk models that are tailored to the client use case and investment universe across asset classes
What Axioma solutions can wealth managers access?
How do wealth managers benefit from tax optimization and direct indexing solutions?
Personalization and customization
- Incorporate client views of ESG, impact, thematic & factor
- Use custom indices to build the strategy to the client’s investment and personal preferences
Scalable account management
- Tailor the portfolio to offset concentrations in employer stock or inherited securities
- Incorporate asset allocation strategies while managing Unified Managed Accounts (UMA)
- Recognize tax-netting opportunities across all portfolios while preventing potential wash sales
Tax optimization
- Balance tax loss harvesting and model drift as either optimization targets or constraints
- Manage number of names owned, traded, as well as thresholds in the amount held or traded
How do Axioma solutions fit into wealth management workflows?
Tax loss harvesting while tracking a benchmark or portfolio
Transition legacy assets and minimize model drive and drag when rebalancing
Withdraw cash with minimal tax impact
Holistically manage a Unified Managed Account (UMA) that has sleeves which are taxable and non-taxable.
Case studies and insights
Case study
Optimizing For Tax-Aware Portfolios
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Case Study
Delivering Unified Managed Account optimization at scale
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Solution overview
Tax-managed investing technology and analytics solution
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Whitepaper
Generating tax alpha with optimized index tracking
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Blog
Generate alpha with direct indexing and active tax management
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Whitepaper
Tax management for smart-beta indices
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Webinar
Enhancing tax alpha using everyday client workflows
Watch
Blog
Frequently tax optimize or drift away and lose tax Alpha
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Blog Post
How to scale portfolio construction on the cloud
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Case Study
Tax-aware features in Axioma Portfolio Optimizer
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Our partners
Charles River
Axioma Portfolio Optimizer powers the Charles River Tailored Portfolio Solution, which enables wealth management firms to offer high-value portfolio customization at scale.
Jacobi
Axioma Portfolio Optimizer, Axioma Equity and Multi-Asset Class Factor Risk Models are integrated into Jacobi’s platform technology to allow wealth managers to run model portfolio reviews and proposals and run ad-hoc what-if analysis on portfolio changes.