While tax management is one of the main attractions of Separately Managed Accounts for investors and advisors alike, it isn’t easy to do. Vestmark’s long history of maintaining tax-lot-level detail within multiple “sleeves” for a single client means that we are uniquely positioned to optimize tax outcomes under current tax rules and, importantly, if the tax code changes in ways proposed in the autumn of 2021.

From tax-aware transitions to ongoing tax-loss harvesting, read on to discover several scenarios that demonstrate the power of Vestmark’s tax management capabilities.