By using a long/short extension in managed accounts, Quantinno helps transform conventional tax management strategies into more dynamic, tailored solutions.
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Traditional tax-loss harvesting strategies may run out of tax benefit, potentially leading to higher levels of risk and higher fees for index-tracking portfolios. DEALS Core not only builds tax-efficient core equity portfolios—it may recharge tax benefits from long-only tax loss harvesting strategies that have become “stuck”.
If a few highly appreciated assets makes up a significant part of your portfolio, selling out of the position may incur a significant tax cost. DEALS Exchange systemically transitions clients from a concentrated portfolio to a diversified one in a tax-efficient manner—all within your managed account.
Legacy portfolios with highly appreciated holdings can stifle creative portfolio design. DEALS Overlay allows clients to hold onto existing assets while introducing the ability to generate tax benefits to help enhance after-tax wealth.
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New York, NY 10001
info@quantinno.com