Catch the recording of our deep dive into advanced tax-loss harvesting (TLH) techniques and the evolving role of active indexing in driving after-tax returns.

In this session, our experts break down the key elements of an effective TLH strategy—why holding more than 50 stocks matters, when tracking error can be deprioritized, and how to balance alpha and beta exposure. We also walk through a practical, blended approach using small-cap, mid-cap, and international equity models to enhance TLH opportunities.

Ideal for financial advisors and investment managers aiming to deliver stronger after-tax outcomes through thoughtful, tech-enabled portfolio design.