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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

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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

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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

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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

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