The Case for Portfolio Transition banner
October 31, 2018

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.

Download this Paper

Rey Santodomingo, CFA

Managing Director of Investment Strategy

Rey Santodomingo, CFA