Description
AQR Flex SMAs are customizable equity strategies that seek to generate pre-tax alpha while also realizing net capital losses that may be used to offset capital gains elsewhere in a portfolio. AQR Flex SMAs’ alpha oriented investment approach can be used to address a wide range of investing needs (different benchmarks, levels of active risk, etc) and could be of particular interest to clients with highly appreciated portfolios, including significant low basis concentrated stock holdings, or clients investing around a significant liquidity event (business sale, real estate transaction, etc.).
Learning Objectives
Lead informed client conversation on tax aware investing. Effectively articulate the benefits of systemic equity investing.