(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
Direct indexing promises customization, but delivering on that promise requires sophisticated technology and disciplined methodology. Alpha Vee Co-Founder and CEO Leigh Eichel explains how the firm built its platform around risk management first, investing nearly $15 million in proprietary technology to handle tax-loss harvesting, portfolio transitions, and complex client situations across thousands of accounts. From its roots as an ETF index provider to its current focus on separately managed accounts, Alpha Vee brings quantitative rigor to personalized portfolio solutions.
The music industry is projected to double in value by 2030, driven by streaming growth, superfan spending, and emerging-market adoption. MUSQ, The Global Music ETF, seeks to capture returns across the ecosystem—from Spotify and Tencent Music to Live Nation and Universal Music Group. Founder and CEO David Schulhof explains how advisors can use music industry exposure to differentiate portfolios while tapping into a sector with low correlation to traditional equity indexes.