Active Tax Management by Lisa Goldberg April 18, 2019
The small, volatile stocks that compose the Russell 2000 Index may make that benchmark a promising source of tax alpha, but turnover in small-cap indexes tends to be high. Does the turnover in the Russell 2000 offset the benefits of...
Observations by Lisa Goldberg February 6, 2018
New ground was broken last year when EquBot LLC and ETF Managers Group launched the AI Powered Equity ETF (AIEQ), the first exchange-traded fund powered by artificial intelligence. This fits neatly into the fintech trend, which is guided by...
Active Tax Management by Lisa Goldberg December 14, 2017
We’ve received a lot of great questions in response to our November 21 Client Research Call on how the FIFO provision in the US Senate version of the Tax Cuts and Jobs Bill might affect a tax-advantaged indexing strategy. The topic that has come up most frequently is...
Active Tax Management by Lisa Goldberg November 20, 2017
The tax reform bill under consideration in the US Senate includes a first-in, first-out (FIFO) rule for the sale of public equity. If adopted, the provision will require an investor who is partially liquidating a position to...
Factor Tilts by Lisa Goldberg September 28, 2017
Nine years into a bull market and with volatility at a historical low, now is a good time to ensure you’re on top of the risks in your hedge funds and active equity. In Sleeping Dragons, we take a second look at...
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