Custom SMA capabilities
Custom SMAs with Remi
Remi is Allspring's technology-enabled, multi-asset platform designed to build tax-advantaged, customized separately managed accounts—seeking to elevate the personal investor experience.
Custom SMAs have benefits …
Tax management
Direct ownership of individual securities enables strategies such as tax-loss harvesting and tax optimization.
Customization
Personalized investment choices can evolve based on changing market conditions or investor wants, needs, and goals.
Institutional trade execution
Active managers leverage their institutional scale for ongoing management and increased trading access on portfolios.
… Remi can help unlock SMArt outcomes
Multi-asset capabilities
Remi provides access to direct indexing, tax-managed active equity, taxable fixed income, and municipal fixed income solutions.
Flexible transition opportunities
Remi uses its technology-enabled platform to transition legacy portfolios, at scale, in a transparent, risk-aware, and tax-efficient manner.
Elevated investor experience
Remi harnesses Allspring’s ecosystem to deliver ease of access across investment, portfolio, and wealth specialists into one seamless experience.
SMArt tax management
Unlock year-round, client-directed or systematic tax-loss harvesting
Seize ongoing opportunities to proactively optimize portfolios according to specific needs—not just at year-end.
- Leverage tax-lot-level decision-making
- Reduce portfolio tax drag on performance
Projected tax-aware returns after 10 years
Transition planning, simplified
Create value up front
Remi helps make the transition process seamless, ensuring legacy portfolios move to customized solutions in a risk-aware, tax-efficient manner—allowing clients to see the impacts of exposure changes in advance.
Emphasize tax-efficiency, tracking error, or both
You are in control with Remi. Choose to minimize tax liabilities, the impact of tracking error, or a combination of both. The choice is yours.
Choose your goal to balance tax-loss harvesting and tracking error on fully invested accounts
Our facts and figures
Join the evolution of customized investing
$73.5B
(billion)
in total SMA assets under advisement
Top 10
Allspring ranking
for the largest independent¶ SMA providers in the industry by assets*
3rd
Third largest
provider of model-delivery SMAs in the industry by assets*
50
SMA offerings
that are distinct strategies on the Allspring investment platform
Important information
Direct indexing: A selection of customizable solutions
With Allspring’s direct indexing, you have options
Remi: Unlocking SMArt possibilities through personalized, tax-smart direct indexing strategies with Allspring Global Investments.
Fixed income: Customize various bond ladders and hybrid-structure SMAs
Active Equity: Choose your active exposure with optional tax-managed capabilities
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