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BlackRock, Goldman Scale Up Tax-Loss Harvesting in $3T SMA Boom
By
Isabelle Lee
Analysis June 11, 2025 at 10:56 AM
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What You Need To Know
- Morgan Stanley and DFA are among other firms going big on tax optimization in portfolios.
- The SMA market is expected to grow to $5 trillion by 2027.
- Firms are layering on increasingly complex techniques to compete, pitched as added-value services.
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