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.
Future Value of Tax Benefits:
A Penny Saved May Be Two Pennies Earned
Our latest white paper, updated 11/20, details how investors are increasingly using tax benefit capture (TBC), often referred to as tax-loss harvesting, to increase returns by controlling their number one cost: 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.