Tax Loss Harvesting
Loss Harvesting is the process of capturing capital losses in a client portfolio in all market environments. When these losses are applied against capital gains, the result can be higher after-tax returns.
The Green Harvest Difference
Our active tax management approach seeks singular goal is to capture the return of an index while simultaneously harvesting the maximum amount of capital losses and generate tax alpha during all market hours and on all market days. Many tax managed strategies do this only once a year.
Our proprietary SmartCapture discipline combines passive benchmark investing and active tax loss management, providing an opportunity to harvest losses in both up and down markets.
This discipline is significantly more effective at harvesting losses as the process keeps portfolios fully invested, which allows harvesting of the maximum available loss opportunity and limiting tracking error. We call this Active Tax Management 2.0.