June 17, 2020
Webinar Recording | Enhancing Tax Alpha Using Everyday Client Workflows
Implementing tax-managed investment strategies is no small feat. Wealth managers, direct indexers and tax-sensitive investors have many complicated challenges to trade-off in order to adhere to client-specific mandates and exhibit strong tax alpha.
In this webinar, we showed how clients leverage Qontigo’s sophisticated tax-managed optimization and risk analytics capabilities to enhance their tax alpha. These techniques were demonstrated using four typical client workflows:
- Withdrawal cash with minimal tax impact
- Minimze model drift and tax drag
- Transition tax-efficient legacy accounts
- Rebalance SMAs with a tax-aware focus