Brand Podcast Podcast

Megatrends: Tax Management

Manju Boraiah explains why he thinks tax management is much more than just tax-loss harvesting.

Purple petals.

9/27/2023


Topic

Tax Management

Key takeaways

  • A comprehensive tax management strategy is critical, including the ability to rebalance portfolios periodically by minimizing the overall tax liability in each rebalance.
  • Customization technology enables running what-if scenarios on individual accounts, helping clients understand potential tax consequences of various financial decisions.
  • Creating tax-efficient multi-asset SMA models across the entire asset allocation framework tax optimization is possible.

Manju Boraiah, head of Systematic Fixed Income and Custom Separately Managed Accounts (SMAs) at Allspring, explains to Sean Burke, head of the Remi Specialist Group, and our listeners why he thinks tax management is much more than just tax-loss harvesting.