Green Harvest Asset Management is the developer of SmartCapture. This proprietary discipline is a multi-step process designed to optimize ETF selection, maximize the capture of tax benefits, minimize tracking error and efficiently implement trading.
• Our team of experts creates a universe of suitable, low-cost, passive, name brand ETFs for every possible exposure
• Tax regulator (IRS) interactions provided critical input into their views on loss harvesting
• SmartCapture optimizer selects the most suitable anchor ETF and multiple swap candidates for each country, region, sector, industry or other exposure
• SmartCapture algorithms generate estimated optimum loss capture thresholds for all portfolio ETFs
• Core Index Plus models and ETFs, as well as ETF trading thresholds, are integrated into our tax sensitive trading software
• ETFs are “simultaneously swapped” to keep clients fully invested and minimize tracking error