Customization options
Exposure options
• Index blending
• Factor tilts
• Management of in-kind assets
• ETF management
• Call-writing overlays
• Sector and industry exclusions
• Factor tilts
- Single-factor strategies
- Multi-factor strategies
- Custom factor strategies
Factors
• Systematic tax management
• Transition analysis
• Staged diversification
• Charitable gifting
• Tax-efficient cash withdrawals
• Client-directed gain/risk budgets
Tax Management
• Screens
• Integration
• Socially responsible indexes
• Proxy voting
• Shareholder resolutions
Responsible Investing
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