Determine suitable strategy and benchmark to meet client needs.
|Portfolios are client-specific, unique and start date dependent|
Identify suitable, low-cost, passive, name brand ETFs to provide desired exposures.
|ETFs from leading sponsors, providing:|
Construct portfolio of ETFs designed to capture the return and risk attributes of a selected broad market index for the desired asset class.
|Portfolio is fully invested:|
Determine optimum loss harvesting thresholds for each portfolio component ETF using our advanced SmartCapture discipline which is an active, proprietary process designed to generate tax alpha.
|Trading at optimum thresholds lowers turnover and costs and may lower tracking error|
Monitor individual ETF holdings every day, screening for opportunities to capture tax benefits (losses).
|Opportunity to harvest losses every day in both up and down markets, not just once a year|
Harvest tax alpha when target thresholds are met, and replace holding with a similar ETF.
|Tax benefits are captured while desired exposure is maintained|