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
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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.