A Vestmark Company | Innovating Wealth Technology Learn More

Vestmark

The Importance of Tax Overlay

By Jordan Darr, Senior Product Manager

Webinar Hero 12 04 20

Our Senior Product Manager, Jordan Darr discusses the Importance of Tax Overlay. The main purpose of an overlay manager is to identify the most tax-advantageous way to carry out trading instructions. In this webinar we explore:

  • Why do taxes matter?
  • Strategies to reduce your clients’ tax burden and drive your alpha
  • How do I get started?

Listen to the Webinar:

The Importance of Tax Overlay

By Jordan Darr, Senior Product Manager