Etfs & Tax Time | Toroso Asset Management

Toroso Asset Management07 Aug, 2020Finance

Each week as we discuss ETF progression, we note that client alignment growth factors like low cost, transparency, liquidity, and tax efficiency are driving asset expansion. As we come to the end of 2018, many asset classes have produced negative returns, prompting investors to “harvest” tax losses. With taxes in mind, in this week’s TETFindex update, we evaluate the tax efficiency of ETFs, tools for tax loss harvesting, and an ETF that embraces the anomalies created by loss harvesting.