Tax-managed long-short strategies aren’t a one-size-fits-all solution.

During our Annual Conference in October in Washington, DC, Emily Gray of Parametric discussed with FundFire the growing interest in tax-managed long-short strategies and why they aren’t a one-size-fits-all solution. While demand is rising – particularly among RIAs – she emphasized the importance of aligning tax tools to a client’s actual gain profile, whether that means long-short, direct indexing, or something in between.

As platforms invest in the infrastructure needed to support more complex strategies, the focus remains on thoughtful implementation and delivering the right solution for the right client.