If a separately managed account (SMA) is funded with legacy positions, investors can use losses to offset realized gains, which reduces the risks associated with positions held at the account's inception.

Authors

• Person: Not available Organization: Parametric Portfolio
  Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade

Sources

• Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade www.parametricportfolio.com Parametric Portfolio via serper

Referenced by nodes (1)

• capital gains concept