Trillions in assets have fled traditional active management for ETFs. Counterintuitively, these “passive” vehicles are being used in active ways. However, these vehicles have unique frictions and require new approaches to portfolio construction, risk and tax.
55 combines current investment science and state-of-the-art technology to streamline actively managed passive portfolios. We provide powerful portfolio tools, software, and tax-managed investment strategies that are engineered in-house by recognized thought leaders.
55 engages with financial software systems and asset managers to deploy these capabilities.
Dramatic change in investing and technology is reshaping the opportunities and challenges that advisors and investors face. It is time to rethink the rules and build new tools. Our insights and beliefs guide our process. Learn more…