Blog
Gerard Michael
Video: The Downside of Sleeves
Sleeves are expensive, bad for tax management and, in the presence of customization and ...
Start Reading
Gerard Michael
Video: The Sleeves Conundrum
Sleeves were created for one purpose, but now they’re used for another. It’s not a good ...
Start Reading
Gerard Michael
Q&A: The Case Against Sleeves
A follow up to "The Case Against Sleeves"
Start Reading
Gerard Michael
The Case Against Sleeves
A detailed look at the drawbacks of sleeve-level reporting
Start Reading
Gerard Michael
A Guide to Mutual Funds vs. SMAs
SMAs are better than mutual funds for most assets. But they won’t replace mutual funds ...
Start Reading
Gerard Michael
A Guide to SMAs and UMAs
A deep dive into the history and current meaning(s) of SMA and UMA.
Start Reading
Gerard Michael
The Ultimate Guide to Sleeves, Part II
Between a rock and hard place: managing client interests versus client expectations when ...
Start Reading
Gerard Michael
The Ultimate Guide to Sleeves, Part I
We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio ...
Start Reading
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts