Tax Alpha Becomes Top Strategy for Professionally Managed Portfolios
Eli M. Rosenberg reports in The Information on the rise of tax loss harvesting and other 'tax alpha' strategies pitched to SpaceX employees and clients around its IPO, now the most popular category for managed portfolios.
Original post · 1 min read
That took me down the rabbit hole into the bubbling world of tax minimization and avoidance — now known as 'tax alpha' — where advisors pitch aggressive strategies juiced by modern software and analytics to help create losses for clients that offset the taxes from liquidity events like an IPO.
Data I got showed that this type of investing is now the single most popular category for professionally managed portfolios, and continues to rise. My latest this weekend for @theinformation
theinformation.com/articles/tax-alpha-silicon-…

