Partnership expands advisor access to MarketGrader's rules-based stock selection strategies, including new outcome-oriented long/short solutions, through Quorus's tax-aware portfolio implementation platform
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Partnership expands advisor access to MarketGrader's rules-based stock selection strategies, including new outcome-oriented long/short solutions, through Quorus's tax-aware portfolio implementation platform
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Quorus is announcing the first in a series of capability expansions, now supporting active tax-managed SMAs, direct indexing, ETF models and UMAs, on the founding argument that advisors should never have to trade away their investment strategy to get sophisticated tax management.
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A Tax Court ruling last week is a useful moment to revisit why economic substance and pre-tax alpha are not optional features of a taxable long/short strategy. They are the foundation.
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Sixteen years on, this paper is still relevant. There is always value in revisiting foundational work.
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AQR's paper shows that manager alpha compounds into bigger tax benefits (more harvestable losses, more leverage capacity, lower embedded gains), but since leverage amplifies skill in both directions, the practical takeaway is to weigh manager skill alongside tax benefits when picking a tax-managed provider.
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As the year draws to a close, many priorities come into focus for wealth managers. This is the season when firms close their books, review portfolios, and ensure clients are positioned to maximize tax value as they head into the new year. A key source of adding tax value for clients is tax loss harvesting.
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Portfolio transitions are rarely straightforward for advisors managing taxable accounts. While the goal may be to reduce fees, optimize risk exposure, or simplify the investment process, the path to get there involves difficult trade‑offs.
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NextFolio has partnered with Quorus to make its Ensemble Active™ strategies available to advisors in a tax-efficient SMA format on Schwab and Fidelity, combining institutional insights with Quorus’s automated, customizable investment platform.
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A Q&A with Kyle Birmingham, CFA, Head of Portfolio Management
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The interplay between returns and taxes and the myriad investment options can make tax‑efficient investing challenging. Advisors must consider and select the optimal account structure, asset allocation, asset location, investment product, portfolio management process, and reporting tools.
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Quorus has formed a strategic partnership with WisdomTree to offer financial advisors custom, tax-managed SMAs and model portfolios based on WisdomTree strategies.
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Sophisticated tax management is no longer limited to the planning level. It now takes place at the portfolio level, often daily, using lot‑level data to harvest losses, minimize gains, and align investment activity with each client’s tax situation.
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Concentrated active strategies can deliver positive tax alpha for clients
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Introduction to Quorus's tax management solution designed for active investors.
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Quorus, a leading provider of custom, tax-managed active portfolios, and Viking Harbour, the United States-based affiliate of European asset manager C8 Investment Strategies, are proud to announce a strategic partnership to deliver advisors high-quality, quantitative active strategies with custom, tax overlays.
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Introduction to Quorus's tax management solution designed for active investors.
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Overview of the Quorus product and its benefits.
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One 6 Research and Quorus announce a new partnership that will see Quorus offer investment in the Police & Public Safety Index - the world’s first thematic index targeting policing and emergency services providers - to investors in personalized accounts with tax optimization.
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Introduction to Quorus's tax management solution designed for active investors.
Read moreIntroduction to Quorus's tax management solution designed for active investors.
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Overview of the Quorus product and its benefits.
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Introduction to Quorus's tax management solution designed for active investors.
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Overview of the Quorus product and its benefits.
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Overview of the Quorus product and its benefits.
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General insights and updates from Quorus.
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