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June 23, 2022

Systematic Tax-Loss Harvesting in Laddered Bond Portfolios

  • Dan Codreanu, CFA. Director, Fixed Income Portfolio Management and Quantitative Research;
  • Issac Kuo, CFA, CPA. Managing Director, Portfolio Management and Head of Quantitative Research
Systematic TLH helps laddered bond investors improve their portfolios’ after-tax performance, especially in today’s rapidly changing market.
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Tags: Market activity, Responsible investing-SRI-ESG, Tax management, Wealth manager, Institutional investor
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