Investortools recently hosted a client webinar on Monday, October 7, focusing on the Tax-Loss Harvesting Workflow. This engaging session, presented by Jon Anderson, Chief Product Officer and Co-Head, alongside James Morris, Senior Vice President, delved into strategies for optimizing your investment outcomes through efficient tax-loss harvesting.
Key Takeaways
- Workflow Integration: Identify candidates for tax-loss harvesting by using Investortools’ targeting and filtering protocols built with scalability in mind
- Harvest: Leverage Perform’s Request-for-Quote (RFQ) workflow, including multi-platform AutoEx
- Understand Tax Impact: Review changes to estimated tax liability
For further information or to discuss how this workflow can be tailored to your needs, please reach out to your Client Relationship Manager. Stay tuned for more webinars and events designed to help you navigate the complexities of the fixed-income and municipal finance landscape.
About Investortools
For more than four decades, Investortools has been a leading SaaS provider, delivering solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
