Jun 2020

  • 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

    Watch the recording here.