SMAs: Quantifying the Tradeoffs Between Taxes and Diversification

By Kaitlin Simpson Hendrix, Senior Researcher and Vice President

SMAs: Quantifying the Tradeoffs Between Taxes and Diversification
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Jun 18, 2021

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Equity Investing Fixed Income Investing Market Volatility Separately Managed Accounts

SMAs: Quantifying the Tradeoffs Between Taxes and Diversification

Our research shows that a broadly diversified portfolio can increase expected ending wealth over the long term compared to a concentrated portfolio, net of taxes incurred during the transition.

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The Next Dimension in Customized Investing
 

Financial professionals can harness the power of Dimensional Investing in separately managed accounts tailored to an investor’s unique needs.

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