Can active strategies generate tax alpha on par with direct indexing? How should financial advisors consider tax-managed SMAs in their practice? Quorus's new white paper tackles these questions and more.
Taxable portfolios require additional care from financial advisors to balance returns, risk, and tax efficiency. This balancing act is particularly challenging for active portfolios where turnover is fundamental to delivering a manager’s intended alpha signals.
Quorus' new paper explores the efficacy of tax management on actively managed portfolios. It offers advisors a framework for considering when and how to deploy tax-managed active separately managed accounts (SMAs).
Access the report here: Link to Report
