55 Institutional offers a range of dynamically managed portfolios built using Exchange Traded Funds (ETF) and delivered through Separately Managed Accounts (SMAs). The strategies thoughtfully balance risk and return leveraging 55 Institutional’s insights around investment styles as sources of return and indicators of risk. The full range of 55 Institutional strategies can be implemented for either tax-deferred or taxable (tax managed) accounts.
1 Absolute Return, Currencies and Commodities* To view more information about a particular strategy, click on its link in the Strategy column.
One of the key components of the 55 Institutional approach to asset management is to systematically harvest tax losses. This is something that can be done in any of the 55 Institutional products or 55 Institutional can provide tax-loss harvesting for the ETF holdings in third party managed portfolios.
Certainly ongoing tax-loss harvesting can enhance overall returns for the taxable investor in two ways:
For many, tax-loss harvesting is either an infrequent (i.e. annual) or simplistic (1:1 ETF replacement) exercise. However, 55 Institutional believes there is value to be had in an ongoing systematic approach to harvesting losses as well as a sophisticated approach to the selection of “proxy baskets”.
To learn more about 55 Institutional’s approach to active tax management for both 55 Institutional and other ETF portfolios, please review the resources above or write to us at email@example.com