Cost Basis Solutions: Are You Maximizing Value?

Cost Basis Solutions: Are You Maximizing Value?

Whether your firm built an internal cost basis system or outsourced to a vendor, you’ve likely spent millions on a solution and your team dedicated significant resources to ensure compliance with the latest cost basis rules. On the surface, it all seems to be running...
Chasing Alpha: Tax Alpha May Be the Most Reliable Alpha

Chasing Alpha: Tax Alpha May Be the Most Reliable Alpha

Capturing alpha – investment outperformance against its relevant benchmark – is immensely challenging. In fact, some studies show 9 out of 10 managers underperform their benchmarks[1]. Yet, everyone from the largest asset managers to individual investors spend immense...