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- Alternative Assets
- Wealth Management
- Private Markets
- Financial Services
- Investment Providers
- Interview
- Private Equity
- Conversations in Finance
- Investments
- Podcast
- Investor Relations
- ESG
- customization
- Indexing
- Rule-Base
- Customized Portfolios
- Customized Investing
- ESG Portfolios
- Rule-Based Solutions
- Assets
- Rule-Based Investing
- 2 mins
Last week we posted about how technology is reshaping the landscape by offering innovative indexing and rule-based solutions that create scalability and remove subjectivity from the process. In addition to ESG related variables, other variables also can be brought into the mix to optimize investor outcomes. One popular and relevant example in North America is tax loss harvesting. This allows for the creation of individual portfolios that maximize use of tax losses, resulting in optimized after-tax returns. Offering this type of strategy is yet another way asset managers can provide a differentiated value-add to their clients.
Watch the video for more details on this important topic or listen to our entire conversation on our brand-new podcast, "LockDocs Presents". Click here to listen online, or find us on Spotify, Apple Podcasts, or Google Podcasts.
