Blog & News
Victor Pollaci
ESG Constraints with Smartleaf
Smartleaf makes it easy to implement Environmental, Social and Governance (ESG) ...
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Victor Pollaci
Smartleaf's Autopilot Backtest Shows 1.97% Annual Increase in After-Tax Returns
Results Demonstrate Power of Smartleaf's Sophisticated Automated Investment Analytics
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Victor Pollaci
Research Brief: Tax Efficient Legacy Portfolio Transition
Transitioning a legacy portfolio can generate large capital gains taxes. Smartleaf’s ...
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Victor Pollaci
Smartleaf Unveils Digital Wealth Platform at the User Group Conference
Smartleaf, a leading provider of overlay portfolio management solutions to the wealth ...
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Victor Pollaci
Smartleaf Study Shows Tax-Sensitive Transition Saves 6.92% of Portfolio Value
Victor Pollaci
Introducing Smartleaf Asset Management
Smartleaf, Inc.'s Fully-Owned Subsidiary Leverages Smartleaf's Technology to Manage ...
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Victor Pollaci
Smartleaf Announces Release of Taxes Saved Report
Smartleaf Launches Report that Documents Amount Advisors Save Clients in Taxes
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Victor Pollaci
Smartleaf Announces Release of Scenario Analysis Report
Smartleaf Launches Prospecting Tool to Demonstrate Value of Tax-Sensitive Transitions
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Victor Pollaci
ETF Tax Management: 1.57% Tax Alpha Generated / Year
Tax Management Generates 1.57%/ Year in Tax Savings for 10-Sector ETF Portfolio
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Victor Pollaci
Direct Indexing: Tax Management Generates 1.93%/ Year in Tax Alpha for Medium Income Investor
Tax Management Generates 1.93%/ Year in Tax Savings in Sector Rotation Strategy using ...
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