Investment firms are turning to tax-loss harvesting to mitigate tax impacts and gain a competitive edge. To achieve this, one popular method is through direct indexing, and another is by taking a more personalized approach to complement existing strategies.
Watch this webinar as industry experts explore the:
Drivers and benefits of direct indexing
Considerations of implementing direct indexing strategies
Personalized approaches to tax-loss harvesting
Recorded Webinar: Tax-Loss Harvesting Strategies
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