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Topics: Blog, Sleeve Based Investing, Videos

Video: The Downside of Sleeves

Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

 

Sleeves are now mainly used to help generate sleeve-level performance reports. But they have some pretty big downsides. We walk through some of the drawbacks of sleeves in our video below.

 

Topics: Blog, Sleeve Based Investing, Videos

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