Noel Archard, Global Head – ETFs and Portfolio Solutions, AllianceBernstein joined Keith Black, Managing Director, RIA Channel to discuss tax-efficient solutions for maximizing returns and the investment approach behind Tax-Aware Short Duration ETF: TAFI.
The AB Tax-Aware Short Duration Municipal ETF (TAFI) is an actively managed ETF designed to provide relative stability of principal and a moderate rate of after-tax return and income. TAFI is made up of at least 80% municipal bonds and targets a duration of one to three years. Harnessing the power of AB’s robust fixed-income platform, TAFI seeks to manage interest rate risk, and offer enhanced flexibility to seek asset stability with attractive after-tax returns.
Noel Archard is the Global Head of ETFs and Portfolio Solutions. Prior to joining AB in 2022, he worked in a variety of executive roles at SSGA, BlackRock and Vanguard Group. Archard holds a BS in journalism from Northwestern University. He is a CFA charterholder.
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