A complex but tax-friendly approach to diversification

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

Jul 16, 2024 - 07:00
 0  21
A complex but tax-friendly approach to diversification
The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.