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Today’s Talk Your Book is brought to you by Nuveen:
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On today’s show, we discuss:
The case for using short-term SMAs is tax-advantaged
Profitability in SMAs and the definition of tracking error
How does 130/30 compare to the traditional direct index of visible loss
How beta exposure can be adjusted to manage risk during tax harvesting
The technical infrastructure required to manage tens of thousands of accounts every day
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