Q3 2023 Tax Harvest Indicator

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Published quarterly, the Tax Harvest Indicator measures the percentage of estimated tax savings generated by our tax-smart technology. The aggregate tax savings are based on all eligible ETF and mutual funds model portfolio accounts powered by 55ip. In total, the model strategies across providers, objectives, and risk tolerances are reviewed by our technology to capture tax benefits. Commentary for each quarter’s score is included and how it was impacted by market returns, security returns, and realized harvesting activity in each account.

Download the Q3 2023 Tax Harvest Indicator below.

Tax Harvest Indicator Q3 2023

Read our insights into recent market activity driving tax-loss harvesting opportunities, which can help inform meaningful client conversations.

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