Envestnet Implementation Guides

Tax Overlay Implementation Guide

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Our patented Risk-Based Optimization is an innovative process that enables balancing the investment decisions of individual managers with specific client customization requests, all while maintaining the overall risk profile model portfolio. Most tax overlay strategies use a "rules-based" optimization process that uses cut-and- dry parameters that do not always take into consideration other factors. 3 Tax Overlay Implementation Guide ██████████████████████████████████ Ì200001743-Î

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