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Solutions & Insights

Seeks to deliver improved after-tax returns through tax-loss harvesting

Seeks to replicate active strategies that are optimized for taxable investors

Seeks to reflect each client’s social, environmental, and governance values

Developing Each Client’s Optimal Solution

We start by asking questions to understand each client’s priorities. We explain the trade-offs between a client’s tax, risk, and values objectives so advisors can choose an optimal investment solution for the client.

We then construct a portfolio to track client-selected indexes or blended benchmarks, integrating tax management, targeted factor tilts, and/or social screening strategies. Throughout the process, we strive to reduce friction costs, ranging from fees to trades to the efficiency of our internal operations.

We continuously pursue cutting-edge applied research in Active Tax Management, Factor Tilts, and Values-Aligned Investing to test new ideas and reveal insights that improve our investment processes and consulting capabilities.