Insight
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.
6/28/2024
6 min read
Topic
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.