PORTFOLIO CONSTRUCTION Build more tax-efficient portfolios

Take a thoughtful, portfolio-level approach to managing tax impact

Tax efficiency

TAX EFFICIENCY

SMART approach to tax-efficient investing

Explore a simple, disciplined approach to tax-efficient investing

EXPLORE NOW

PORTFOLIO DESIGN

Design tax-efficient portfolios

How much flexibility do you and your clients need to manage tax liability and tap into the potential benefits and tradeoffs of tax-loss harvesting?

Portfolio Design

Mutual funds

Manager-run, cash-funded vehicles with limited tax control, where portfolio management and tax-loss harvesting occur at the fund level

ETFs

Manager-run vehicles that support tax efficiency through fund-level tax-loss harvesting, in-kind creation and redemption, and intraday trading

SMAs

Highly customizable vehicles tax enable security-level tax-loss harvesting and provide the greatest flexibility to manage tax outcomes

SEE THE FULL FRAMEWORK
Leslie Geller

“What's certain about markets is that no one knows for sure how they will perform in the near or long term. But advisors do have a fair amount of control over their clients' tax liabilities, provided they make strategic choices.” 

 

Leslie Gellar
Senior Wealth Strategist

SEPARATELY MANAGED ACCOUNT

Turn losses into tax wins

Watch this short video to explore how tax-loss within SMAs can help offset gains, now or later

EXCHANGE TRADED FUNDS

The buzz on ETF tax efficiency

Watch this short video to unwrap the key structural features to consider when evaluating ETF tax efficiency

INSIGHTS & RESOURCES

Understand the benefits of tax efficiency

Build proficiency through insights and resources that strengthen tax-efficient portfolio decision-making

PRO

GRASP FUNDAMENTALS

The basics of ETF tax efficiency

What are the tax advantages and trading processes for an ETF? What are the key terms you should know?

PRO

Refine proficiency

Three implementation ideas

Explore implementation ideas from rebalancing portfolios to seeking specific exposures.

PRO

FINANCIAL PLANNING

Understanding tax-loss harvesting

How can tax losses be used strategically? What consideration matter for taxable portfolios?

PORTFOLIO CONSTRUCTION

Talk through complex tax considerations

Work with our portfolio construction team to assess tax-sensitive portfolio decisions and identify potential opportunities

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