Tax Loss Harvesting (TLH) strategy has been around for decades. Recently, there have been many innovations in this strategy to make it evergreen. A few challenges with traditional way of doing TLH is the limited number of rebalances per year as well as the ossification of the portfolio over the years. One innovation has been to use this strategy over a long/short equity portfolio that allows for consistent harvesting. This works great for diversifying a concentrated stock position. Here is a recent paper from AQR Capital Management on this topic. https://lnkd.in/eb4msgaD Another innovation is using options overlay to create a convex anti-correlated return stream to long beta as Jerry Peters explains in his interview with Dean Curnutt. We constantly evaluate how these new ideas can help our client squeeze more out of their dollars. #TrilliumSquare Thanks to Chad R. Morgan, CFA, Josh Rogers and Richard Citrano for your insights on this topic! https://lnkd.in/ej5f_GzM
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, CIMA®, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4dmjUzb #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4bmPTNU #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4aSpJ5L #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4b1ssK7 #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/3JMHGXo #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/3wnGW8g #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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Aletheia Private Client Group Oppenheimer & Co. Inc. Managing Director-Investments- Private Client Division.
In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4bors2q #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4bn7l4C #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
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In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/3UtKIom #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing
Direct Indexing Dynamics: Thriving in Market Volatility
oppenheimer.com
