Sponsored by

As customization becomes a dominant theme in investment management, managers who can offer more personalized solutions stand to build greater client loyalty and demonstrate value for the fees they charge. Tax optimization strategies represent a form of personalized portfolio management that is gaining popularity as a win-win for investors and managers.

As a firm, it is essential to have a clear understanding of the opportunities, risks, complexities, technology and operational requirements involved in implementing strategies. This white paper examines various tax-efficient investment strategies and the technology that supports them, providing valuable insights into achieving tax alpha.

Download the white paper to learn more.