Quorus and One 6 Research announce new partnership

One 6 Research and Quorus announce a new partnership that will see Quorus offer investment in the Police & Public Safety Index - the world’s first thematic index targeting policing and emergency services providers - to investors in personalized accounts with tax optimization.

NEW YORK, Jan 9th, 2024, One 6 Research has partnered with Quorus to offer its police-focused index in personalized, tax-managed accounts.

The Police & Public Safety Index is the first index available to investors wanting focused exposure to this increasingly important theme and comprises US-listed companies servicing policing and emergency services providers.

"It’s exciting to partner with Quorus to make the index available for investors who want to benefit from the growing need for public safety services," said Michael Hardiman, Director of One 6 Research. Hardiman’s background in financial markets plus experience working as a police force economist has him convinced that the index has much more growth ahead. "Multiple factors are increasing the need for private sector assistance in providing basic public safety. Being able to invest in this trend is a great opportunity, and doing so with Quorus provides a range of potential tax benefits.”

Quorus, co-founded by John Hill, who was previously Head of Direct Indexing for Vanguard, partners with asset managers to offer their investment strategies in customized, tax-managed investment accounts. The firm's process starts with an asset manager's strategies and builds a custom tax-management program for each strategy. This process allows Quorus to generate tax alpha for investment accounts while limiting the potential impact on an asset manager's investment alpha.

Once a program is designed, Quorus' cloud-based portfolio management platform uses a proprietary tax-aware portfolio optimization process to implement tax-loss harvesting, capital gains deferral, capital gains budgeting, and tax-aware account transitions. This technology, combined with Quorus' experienced team of portfolio managers, provides asset managers with a sophisticated, scalable means of offering more personalized, tax-efficient investment accounts for advisors and their clients.

The Police & Public Safety Index is available on the Schwab Managed Account Marketplace platform through Quorus.

About One 6 Research

One 6 Research provides impact investing advice focused on policing & related frontline industries. Its founder’s experience includes roles at the World Bank Group assisting development of the Bovespa ISE index and advisory roles with public safety agencies. The Police & Public Safety Index developed by One 6 Research is the world’s first thematic equities index to target the emergency & first responder space. To learn more, please visit www.one6research.com.

About Quorus

Quorus Inc. ("Quorus") is an investment adviser registered with the Securities and Exchange Commission, specializing in designing and implementing custom, tax-managed investment accounts for asset managers and financial advisors. Our platform combines scalable, cloud-based technology with an experienced portfolio management team to deliver the best possible outcomes for our clients. For more information, please visit www.quorus.io

Disclosures

All investing is subject to risk, including possible loss of principal.

Quorus Inc. ("Quorus," "we," or "our") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not imply a certain level of skill or training.

The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance. Nothing in these materials should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Tax-loss harvesting and tax-aware management seek to improve after-tax outcomes but do not guarantee any tax result, and their effect depends on a client's individual circumstances, including tax rates, holding periods, and other activity in the client's accounts. Quorus does not provide tax or legal advice. Clients should consult their own tax and legal advisers.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

One 6 Research is an independent third party and a business partner of Quorus Inc. Statements describing the partnership relate to a commercial arrangement from which both firms expect to benefit economically, and should not be read as an endorsement by a disinterested party or as an indication of the experience of any Quorus client. Index information published by One 6 Research is its own and has not been independently verified by Quorus. Indexes are not directly investable, and index results do not reflect advisory fees, trading costs, or taxes.

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