SMArt Advantage: Systematic Tax Management in Fixed Income

Recent performance in fixed income has elevated the importance of tax-loss harvesting. Systematic tax-loss harvesting brings discipline to tax management — available with Remi, our solution for personalized SMA portfolios.

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6 min read


Fixed Income

Key takeaways

  • Recent performance challenges in the fixed income markets have brought tax-loss harvesting into sharper focus.
  • Systematic tax-loss harvesting brings a structured consistency to portfolio tax management with multiple benefits, particularly in the municipal bond space.
  • Our proprietary process for leveraging systematic tax-loss harvesting, fundamental research, and institutional trading can be a powerful tool for achieving superior outcomes.