(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events
Market looks to perennial darling Nvidia to settle AI fears.
Many direct indexing platforms start with a standard benchmark and layer customization on top. Orion reverses that model. Andrew Rosenberger, Head of Custom Indexing at Orion, explains how the firm built technology flexible enough to support 2,200 different investment philosophies—from proprietary factor models to third-party strategist portfolios—while addressing the tax transition challenge too many platforms ignore.