How do Active’s Equity Index Strategies differ from other separately managed accounts?
Unlike most separate account managers, Active Investment Advisors follows an index-based approach that seeks to provide a pretax return similar to the targeted index. In addition, Active Investment Advisors focuses on tax management and customization at the individual account level – an area where most actively managed separate accounts have fallen short. All Active Investment Advisors strategies can be completely customized for each investor. Active Investment Advisors can build around or transition existing holdings or exclude designated sectors and securities for account-specific reasons. Active Investment Advisors also employs active tax-management strategies, such as tax-loss harvesting, with the goal of maximizing after-tax returns for each individual investor.
