quantinno logo dark

Reflections on $1 Billion

By Quantinno Capital | November 22, 2022

Reflections on Quantinno’s DEALS Managed Account Platform reaching $1 Billion of AUM As Quantinno reaches $1 billion of client assets on the DEALS Managed Account

Read More
pic penny saved small

Tax-loss harvesting: More than just deferral, Part I

May 24, 2021

Tax-loss harvesting strategies are often thought of as a deferral strategy with investors utilizing tax benefits in the short-term only

Read More
modern framework

A new conceptual framework for tax-loss harvesting with long/short extension

April 28, 2021

In a portfolio context, an investor does not need to lose any economic value to claim tax losses. This is

Read More
IRS 1040 ScheduleD Small

The Long and Short of It – The next evolution of tax-loss harvesting

April 27, 2021

Recent headlines regarding potential capital gain tax increases targeted at the nation’s wealthiest investors have led to an increased focus

Read More

Discover how Quantinno's solutions driven by TaxEdge® technology can work for you.