At Invesco, investors can potentially increase tax efficiency using Custom SMAs by Invesco to invest in both equity and fixed-income portfolios.
WEBCAST – Tackling Taxes with Custom Fixed Income and Direct Indexing SMAs
Curating your client’s personalized wealth journey and potentially maximizing the portion of returns they get to keep after taxes involves choosing the potential right partner. Custom SMAs by Invesco empower you to unlock new ways to construct portfolios that are tailored to your client’s unique objectives, values, and needs, all while also addressing many clients’ foremost concern – taxes. In this panel discussion webinar, we’ll discuss innovations like active tax loss harvesting in fixed income SMAs, and also differentiated benchmarks and long/short implementation in direct indexing strategies. These features are available from Invesco today and address common pitfalls of popular SMA solutions like laddered bond portfolios and traditional direct indexing. Join us to explore how offering clients access to Custom SMAs by Invesco may lead to better net of tax and net of fee outcomes.
Accepted for 1 CFP® / IWI / CFA CE Credit