55institutional Investments

Portfolio tools, software, and tax-managed investment strategies

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

Financial Institutions
investing tools July 4, 2017, 1:05 a.m. Fintastico Team
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