Incorporating Tax-Managed Long-Short in Client Portfolios

Summary

Tax-efficient investing is growing rapidly as advisors focus on maximizing clients’ after-tax outcomes. Tax-managed long-short portfolios add a powerful tool to the advisor toolkit—offering the potential to enhance returns, manage risk, and harvest losses more consistently across market cycles. In this session we will address how tax-managed long-short strategies work, which clients benefit most from using them, and practical ways to integrate them into client investment portfolios. We will use case studies to illustrate how investors have addressed the question of whether to invest in long-only portfolios (“direct indexing”) or extend the portfolio to long-short.

Speakers

Jacob Greene

Senior Vice President, Neuberger Berman

Jacob Greene, Senior Vice President, joined the firm in 2022. As Head Strategist for NB Custom Direct Investing (CDI)™, he is focused on developing the custom SMA platform and supporting client efforts. Previously, Jacob spent over a decade in various positions at Parametric, Eaton Vance and Morgan Stanley, working with RIA and Private Bank clients on due diligence, platform placement and distribution of direct investing solutions. He received his BBA from Pacific Lutheran University.

Lauren Bailey

Deputy Editor, Markets Group

Overview

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