Separately managed accounts (SMAs) are a vehicle for direct indexing that allows for active tax management, customization, blended benchmarks, and responsible investing screens.

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)

• direct indexing concept