Review these primary goals in potentially transitioning an account:
- • Migrating a portfolio closer to a benchmark in an attempt to improve risk-adjusted return
- • Lessening exposure to a concentrated position in an attempt to reduce single position or overall portfolio risk through portfolio reallocation
- • Lessening exposure to a concentrated position in an attempt to reduce single position or overall portfolio risk through hedging
- • Transitioning from an equity portfolio to a multi-asset class or asset allocation strategy to reduce risk
or increase income - • Providing greater income while maintaining an equity-only strategy
- • Implementing the adoption of a portfolio that includes Environmental, Social and Corporate Governance (ESG) guidelines
- • Capturing potential tax benefits through loss harvesting to offset gains to apply within this portfolio
- • Capturing potential tax benefits through loss harvesting to offset gains to apply outside this portfolio