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Combining Value and Profitability in Small Caps

Can investors have their cake and eat it regarding small caps?

Chris satterthwaiteAndrea frazziniSunil wahalLionel smoler schatzRobert novy marxChristoph reschenhoferTobias moskowitzEduardo repettoAndrew berkinComplete guideFactor based investingProfitability factorsImprove performanceBeta investment strategiesConjoint natureGood growth

Taking Tax-Loss Harvesting to the Next Level

Adding leveraged, long-short factor strategies can improve tax alpha.

Jason luShomesh chaudhuriTerence burnhamJoseph libermanKevin khangNathan sosnerPedro freitasRoni israelovMonte carloStanley krasnerAlan cummingsInstitute financial analysts journalLoss harvesting research findingsInternal revenue codeEmpirical evaluationTax loss harvesting alpha

Direct indexing offers tax savings for some clients

Direct indexing offers tax savings for some clients
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Rob pettmanNatalie millerCerulli associatesEaton vanceResearch john rekenthalerMorgan stanleyParametric portfolio associatesMorningstar research servicesPortfolio associatesModel wealth portfoliosBeta investment strategiesMorningstar research services directorResearch john

Tax-loss harvesting poses problems in volatile markets

Tax-loss harvesting can eke out some extra percentage points of return if you don't try to time the market and miss a rebound.

United statesNew yorkNew jerseyKevin bradyJeremy millesonJoel mittelmanAndrew kunzweilerParametric portfolio associates in seattleRevenue serviceWells fargo investment instituteFidelity investmentsCharles schwabCerulli associatesFederal reserveWall streetParametric portfolio associates

ESG Investing: Don t Forget Factor Exposures

Any benefit from incorporating ESG credentials into a portfolio is already captured by other well-defined equity factors.

Marvin ertlSam adamsJan carl plaggeEssential guideSustainable investingIndex investingDont forgetFactor exposuresDouglas grimBeta investment strategiesInvestors valueNatural experiment examining ranking