Dimensional’s Multifaceted Tax Management of SMAs

By Savina Rizova, PhD, Global Head of Research   |   Ashish Bhagwanjee, Senior Portfolio Manager and Vice President

Dimensional’s Multifaceted Tax Management of SMAs
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Jul 26, 2022

Currency

USD

Topic

Equity Investing SMAs

Dimensional’s Multifaceted Tax Management of SMAs

The firm’s flexible daily implementation process can seek higher expected returns while minimizing tax costs in separately managed accounts.

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