(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
Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.
"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."