Green Harvest Asset Management is a leader in the field of tax-loss harvesting. The content below offers in-depth discussions and observations surrounding the challenges, trends and concerns of the TLH landscape.
Measuring Tax Alpha potential in U.S. Large Cap (S&P 500®) benchmarked strategies by examining potential 5 year holding periods in the 21st century (January 2000 – December 2020). Tax Alpha may be the next chapter in the indexing revolution as it strikes at the largest “cost” investors collectively face: taxes.
Benchmarking Managers That Offer Loss Capture
The latest Insight from Green Harvest Asset Management offers a look inside how we have created a benchmark for loss capture, so that our performance, as well as the performance of other asset managers an investment advisor firms, can be compared to the available loss opportunity of the broad market. We take you through understanding the loss harvesting opportunity, creating a benchmark, types of practical index benchmarks, and selecting a loss capture benchmark.
Introduction to Tax-Loss Harvesting
This Insight from Green Harvest Asset Management examines three different ways of harvesting losses within a portfolio, and the pros and cons of each. The Bailing Out, Sell and Repurchase, and Simultaneous Swap (Green Harvest) Strategies each have their merits for security owners looking for a loss, but a close look at each strategy shows that one has clear advantages over the other two.