
From this author
What Is Tax Management?

by Jennifer Sireklove, Managing Director, Investment Strategy
October 5, 2023
Being savvy about tax management can help preserve wealth in a portfolio. Find out how direct indexing is a customizable and sensible way to get more out of investor holdings.
Navigating the Ins and Outs of the Quality Factor

by Jennifer Sireklove, Managing Director, Investment Strategy
June 5, 2023
Building quality into a portfolio requires understanding its meaning. Which quality strategy best fits investor objectives?
By the Numbers: Calculating the Value of Tax Management

by Jennifer Sireklove, Managing Director, Investment Strategy
June 21, 2022
How can clients put after-tax performance in perspective? Discover how customized after-tax benchmarks and tax alpha work together to isolate the value of active tax management.
Four Easy Steps to Building a Responsible Investing Portfolio

by Jennifer Sireklove, Managing Director, Investment Strategy
June 15, 2022
Want to know how to create a portfolio on principle? Learn how investors can begin their responsible investing journey.
Finding Balance in Diversified Index Portfolios

by Jennifer Sireklove, Managing Director, Investment Strategy
February 28, 2022
How can index investors build accessible, diversified portfolios that achieve their goals?