Time-Tested Tax-Managed Portfolios
In a world where investors tend to focus on pre-tax investment returns, after-tax investment value can be an afterthought. The compounding tax drag can weigh down portfolios and reduce returns. Active tax management can be the solution if a dynamic approach is applied, carrying out real-time, year-round measures aimed at minimizing avoidable losses and maximizing after-tax wealth.
Russell Investments’ tax-managed solutions overcome tax inefficiencies by offering an array of custom-built, vigilantly monitored strategies that attack tax burden at its core, while also taking a total-portfolio approach to active wealth and tax management.
Russell takes a “best-of-breed” approach to manager research, with researchers strategically placed around the world, searching for future out-performers. This process, refined over almost five decades, is rigorous, ongoing and historically effective. Russell Investments believes that a portfolio that can’t respond rapidly to new information is exposed to additional risk.
On the EQIS and Freedom Advisors platforms, Russell Investments offers a series of broadly diversified and dynamically managed multi-asset portfolios designed to maximize after-tax return for investors’ taxable dollars:
Russell Investments applies the following disciplines to these portfolios:
If you would like to deploy any of these strategies on the EQIS TAMP, go to the respective client contact and from the Action drop-down menu in the upper right corner select Change Asset Allocation. This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
For advisors already on the Freedom Advisors platform, you now have convenient one-click access to these models. You can include them in Investment Plan proposals and you can invest in them through the Service Center. If you do not have trading authorization, you must upload into the client’s Documents vault either a one-time letter of authorization or a limited power of attorney signed by the client, after which you can invest, as instructed by the client, using the Service Center or by contacting your EQIS team.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or (800) 949-9936 and press 2.
The representations and opinions herein are the opinions and views of Russell Investments and are not the opinions or views of EQIS. The information is believed to be reliable but is neither guaranteed by EQIS nor any of its affiliates. EQIS and Russell Investments are not affiliated. EQIS does not provide tax or legal advice.
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