Reflections on $1 Billion
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
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Tax-loss harvesting: More than just deferral, Part I
Tax-loss harvesting strategies are often thought of as a deferral strategy with investors utilizing tax benefits in the short-term only
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A new conceptual framework for tax-loss harvesting with long/short extension
In a portfolio context, an investor does not need to lose any economic value to claim tax losses. This is
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The Long and Short of It – The next evolution of tax-loss harvesting
Recent headlines regarding potential capital gain tax increases targeted at the nation’s wealthiest investors have led to an increased focus
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