We re-engineer wealth management workflows. It's not always the right fit for everyone.
Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting
Sleeves were created for one purpose, but now they’re used for another. It’s not a good idea.
A follow up to "The Case Against Sleeves"
A detailed look at the drawbacks of sleeve-level reporting
Wouldn’t it be great if ordinary investors could get the same type of investment management that really big institutional investors get? No, it wouldn’t.
Between a rock and hard place: managing client interests versus client expectations when it comes to sleeve-level accounting, rebalancing and reporting.
We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio management, sometimes called partitioned portfolio management.
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