55institutional

Portfolio tools, software, and tax-managed investment strategies

Cos'è 55institutional ?

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