John Hill, CFA 3/12/24 John Hill, CFA 3/12/24

Quorus launches tax-aware, multi-account householding

John Hill, CFA 1/10/24 John Hill, CFA 1/10/24

Arch Indices partners with Quorus to offer Variance Optimized Indexing (VOI) indices in personalized, tax-managed accounts

Arch Indices and Quorus announce new partnership that will see Quorus offer Arch's range of Variance Optimized Indexing (VOI) indices in personalized, tax-managed accounts. Wealth managers can now utilize Arch's innovative indices while also generating tax-alpha and personalizing accounts to meet client preferences.

Kyle Birmingham, CFA 1/9/24 Kyle Birmingham, CFA 1/9/24

Quorus and One 6 Research announce new partnership

Quorus partners with One 6 Research to offer the first-ever public safety-focused thematic index in personalized, tax-managed accounts.

John Hill, CFA 10/17/23 John Hill, CFA 10/17/23

Direct indexing is a bad name. We need to stop using it.

Kyle Birmingham, CFA 10/12/23 Kyle Birmingham, CFA 10/12/23

It’s time to think about tracking error differently

Kyle Birmingham, CFA 9/19/23 Kyle Birmingham, CFA 9/19/23

What They Don’t Tell You About Tax Alpha

The general approach to measuring tax alpha might not represent actual client experiences. We dig into how tax alpha is calculated and offer a more personalized alternative.