ThinkAdvisor offers a wide range of whitepapers, case studies, eBooks and other resources provided by industry leaders and created specifically for advisors. View the free Resource Center content below today! For information on posting content or content syndication here, please contact Tracey Zwolak.
For the average investor, a passive allocation means an index fund. But what if your client could build their own index? Download this guide and learn how you can help clients achieve more control in their passive exposure. READ MORE ›
More and more people are discovering the benefits of passive (index) investing. For many, passive investments form the core of their holdings, helping reduce overall portfolio risk by adding broader market exposure to complement the individual securities--the active holdings--they and their advisor have selected.
Passive investors often turn to exchange-traded funds (ETFs) that track an index, such as the S&P 500® or the Barclay’s US Aggregate. For most investors, this is fine. They get all the stocks or bonds in that index, indirectly leaving the decision of what’s in their portfolios to the index provider.
But what if your clients aren’t like most investors? What if they want passive exposure but don’t want to settle for someone else’s idea of what it should be? What if they want more control?
This guide explores how you can help your clients gain personalization, flexibility and choice in their passive investments by:
Tax-loss harvesting (TLH) strategies are not just for stock portfolios. Read this article and learn how this often-misunderstood concept can be deployed to fixed income SMAs on a year-round basis for tax advantages. READ MORE ›
Tax-efficient investing is a well-established strategy in the equity markets but the practice is now gaining wide adoption by managers of fixed income separately managed accounts (SMAs). The potential for rates to trend higher as the Federal Reserve gradually tapers its bond-purchasing program could create the opportunity for an investor to reduce their overall tax payment by harvesting losses in a systematic way while still benefiting from higher reinvestment rates. Since the application of tax management to a bond SMA may still be a novel concept to some investors, this article addresses the benefits of TLH strategies to a bond portfolio on a year-round basis.
Read the article now and learn about:
Benefits of TLH
How to set up a successful TLH trade
Why year-round TLH is especially advantageous
How to present TLH in a fixed income SMA to your clients
You may have read about direct indexing in the financial press or your clients may be asking about it. Read this article for a short primer to help you understand it. READ MORE ›
Direct indexing can be a powerful tool to help investors take greater control of their broad market holdings and realize more after-tax value from them. As an alternative to index mutual funds and other vehicles for investors who want more choice, direct indexing offers greater flexibility and the potential tax advantages that commingled investments can’t.
Read this article for an in-depth look at direct indexing, including:
What tax-loss harvesting is & why it is such an important part of direct indexing
Types of investors who may see the greatest value from direct indexing
How to go beyond the direct indexing hype & provide your clients the most value