Event

    Recorded Event
    CE Credit

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    Webinar by Envestnet (1 hr)

    CFP
    CIMA
    Mark McLennan, Managing Director, U.S. Wealth Group @ AQR Capital Management
    Tax Aware Solutions For High Net Worth Individuals

    During this session, you'll learn about the potential benefits of tax-aware investing, and explore how these solutions may help create better after-tax results for your high net worth clients. 

    AQR’s tax-aware approach has created new possibilities for U.S. taxable investors in the areas of tax-aware equities and tax-aware alternatives: 

    Tax-Aware Equities: Traditional tax loss harvesting strategies, like passive loss harvesting or direct indexing, generally realize tax benefits during early years of investment or in falling equity markets. AQR’s tax-aware equity strategies address these shortcomings, aiming to deliver larger and more persistent benefits regardless of market direction. 

    Tax-Aware Alternatives: Alternative investments can provide valuable diversification, but they can also be tax inefficient. By combining alternative strategies with tax-aware implementation, our solutions allow investors to access these diversifying strategies in a more tax efficient way. 

    If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to eventsteam@envestnet.com if you have any questions.

    This session is currently available for 1.0 CFP® credit.
    This session is currently available for 1.0 CIMA® credit.

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    SPEAKER

    Mark McLennan
    Managing Director, U.S. Wealth Group @ AQR Capital Management