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Transitioning from Active to Passive? It Doesn’t Have to Be Taxing.

For appreciated portfolios, do the benefits of transition outweigh the potential tax hit?


For investors seeking a move from active to passive—whether due to an active manager's poor performance or any other issue—this paper shows why they need not fear a large realized gain and why a tax-managed SMA may be a better option than an ETF.

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Rey Santodomingo

Rey Santodomingo, CFA

Director of Investment Strategy – Tax Managed Equities
Rey Santodomingo

Rey Santodomingo, CFA

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