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Home > Simple, but Not Easy > Generating Tax Alpha: Sizing up the Tax Benefits of Direct Indexing
Podcast: Simple, but Not Easy
Episode:

Generating Tax Alpha: Sizing up the Tax Benefits of Direct Indexing
Category: Business
Duration: 00:41:14
Publish Date: 2022-08-01 12:36:29
Description: Tax loss harvesting is a strategy that helps investors lower their tax bill by selling securities at a loss to offset realized capital gains. The benefit to investors of systematically realizing, or "harvesting," losses can be significant over time, but why is it important, and how can you implement this strategy for your investors? Philip Straehl, Global Head of Research, and Andy Kunzweiler, CFA, Portfolio Manager, Direct Indexing, discuss their new research on tax alpha in direct indexing, and the advances in risk management and portfolio optimization tools enables systematic tax-loss harvesting while tracking an index.
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