0
Fund 1
Fund 2
Fund 3
Fund 4
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
While traditional tax-loss harvesting can be a very effective tool for most portfolios, there are client situations that warrant more powerful tools. Learn how advisors are using Tax Advantaged Long/Short SMA strategies to help clients:
- Accelerate the diversification of a concentrated position.
- Offset gains from a (future) transaction.
- Reset cost basis in highly appreciated portfolios.
- Potentially replace long-only direct indexing.
Date recorded: September 4, 2025
Speakers: Erkko Etula, Katrina DiFiglia
Contact us
Financial professionals
Individual investors
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
or
Not registered yet? Register