A transformative approach to tax savings
Tax insights to enhance client conversations
Leverage our expert insights to address timely tax topics impacting your clients
Analyze portfolios using tax management tools
Simplify year-end capital gains distribution analysis and easily identify year-round tax-loss harvesting
Take action with tax efficient solutions
Find the right product solutions for each client with our diverse lineup of tax-efficient investments
Track capital gains and manage taxes at
year-end
- Review estimated capital gain distributions and record dates for 5,000+ mutual funds and ETFs, updated each week in October, November and December.
- Identify funds expected to distribute large capital gains to help make informed decisions on behalf of your clients.
Complement or replace existing holdings with tax-efficient ETFs
- Access our best equity and fixed income managers through tax-efficient ETFs, that typically pay little or no capital gains distributions.
- When selling investments with substantial capital gains, consider our diverse lineup of active ETFs to help maintain comparable market exposure.
Imagine what clients could do with the taxes they save
Even small tax bites can have a big impact over time, as shown in this chart.
- The cost of a college education: Losing 1% of a portfolio’s value to taxes each year costs $297,000
- The cost of a new home: Losing 2% of a portfolio’s value to taxes each year costs $816,000
It’s not surprising that tax management is ranked as the #1 financial need for households with $5 million or more in investable assets.1
Potential impact of taxes
10-year growth of $1 million invested in U.S. large cap equities, with and without taxes²
Our Tax-Smart Platform offers a range of investment solutions that effortlessly provide continual tax analysis and finds tax-loss harvesting opportunities as soon as they arise.
Featured insights
¹Cerulli Associates, The Case for Direct Indexing: Differentiation in a Competitive Marketplace, December 2022.
2J.P. Morgan Asset Management, Factset, as of December 2024; US large cap equities represented by the S&P 500 index. For illustrative purposes only. You cannot invest directly in an index.