Using Smart Beta to Strengthen Your Core & Harvest Tax Losses

Today's market volatility is stressful for your clients.

etf
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Head of the iShares Product Strategy team
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Reviewed by: Scott Howes
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Edited by: Scott Howes

Today's market volatility is stressful for your clients. But smart-beta ETFs can help you transform this turmoil into opportunity. How? By harvesting tax losses and migrating to smart-beta ETFs for core U.S., international and emerging market exposures.

Join your hosts Inside ETFs and BlackRock's Portfolio Construction team as we discuss three ways leading financial professionals are managing volatility and improving client returns with smart-beta ETFs. Topics include:

  1. Equities: Lowering volatility at the core with minimum volatility smart-beta strategies
  2. Fixed income: What role should fixed income play in your portfolio?
  3. Tax management: Effective strategies for managing your clients' capital gains

 

Scott Howes, managing director, is head of the iShares Product Strategy team within US Wealth Advisory. He is responsible for setting iShares’ product priorities and planning the roadmap for the next generation of ETFs for U.S. advisors.