In this article, the authors explore six quantitative environmental (E), social (S), and governance (G) strategies to provide insights into best practices for ESG portfolio construction. These strategies offer different approaches to the trade-off between desired ESG attributes and investment performance. They conclude that fully understanding the dynamics of these trade-offs will allow investors to select the strategy that best matches their ethical and financial views.
Loss Harvesting with Inflation-Adjusted Gains
by Taotao Cai & Ben SchneiderIn a White House press briefing in August, US President Donald Trump said he is “considering a capital gains tax cut.” While the administration has discussed a straightforward reduction of the long-term capital gains rate, the impact of such a change...
Tax Planning Under Election Uncertainty
by Patrick GeddesAfter our recent analysis of the impact of some of the Biden tax proposals on loss harvesting, we met several times with a number of tax experts among our clients to share our findings and listen to their views...
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