A Custom Core® Fixed Income SMA allows investors to track market exposure, manage credit risk, and apply active tax management while delivering the consistent performance and diversification of index-based vehicles.
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Systematic Tax-Loss Harvesting in Laddered Bond Portfolios
by Dan Codreanu, Director, Fixed Income Portfolio Management and Quantitative Research; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research
June 23, 2022
Systematic TLH helps laddered bond investors improve their portfolios’ after-tax performance, especially in today’s rapidly changing market.