Implementing tax-managed investment strategies is no small feat. Wealth managers, direct indexers and tax-sensitive investors have many complicated challenges to trade-off in order to adhere to client-specific mandates and exhibit strong tax alpha.

In this webinar, we will show how clients leverage Qontigo’s sophisticated tax-managed optimization and risk analytics capabilities to enhance their tax alpha. These techniques will be demonstrated using four typical client workflows:

  • Withdrawal cash with minimal tax impact
  • Minimize model drift and tax drag
  • Transition tax-efficient legacy accounts
  • Rebalance SMAs with a tax-aware focus

Moderator:

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 Dieter Vandenbussche
Managing Director of Equity Research

 

Presenters:

Walid-Bandar

 

 Walid Bandar
Executive Director

 

 

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 Pam Vance
Managing Director of Product Management