One of the major problems faced by both individuals and corporations today is the optimal tax treatment of investments.

Rob Arnott has been a pioneer in championing tax efficient investing, including his work as one of the originators of the concept of tax-loss harvesting, having published numerous articles on the topic over the past three decades.

RA’s tax advantaged portfolio management optimizes tax treatment of equity portfolios. Our tax advantaged portfolios apply loss harvesting, gains management, and other tax minimization strategies to our Fundamental Index® strategies.

Research Affiliates® has a patent on its ideas in the area of software that simultaneously optimizes the tax treatment of investments across numerous dimensions, including holding period and asset class.

For more information, please contact info@rallc.com.