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Smartleaf Taxes Saved 2017

January 09, 2018

Taxes Saved Report Shows Average Account Tax-Managed with Smartleaf Software Saved 1.6% of Portfolio Value in 2017.

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ESG Constraints with Smartleaf

December 28, 2015

Smartleaf makes it easy to implement Environmental, Social and Governance (ESG) restrictions.  We were curious about what happens to ESG constraint usage when operational barriers were removed, so we looked at ESG use on accounts managed on the Smartleaf system.

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Smartleaf's Autopilot Backtest Shows 1.97% Annual Increase in After-Tax Returns

December 28, 2015

Results Demonstrate Power of Smartleaf's Sophisticated Automated Investment Analytics

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Research Brief:  Tax Efficient Legacy Portfolio Transition

December 28, 2015

Transitioning a legacy portfolio can generate large capital gains taxes. Smartleaf’s tax-sensitive rebalancing system, used in conjunction with direct indexes, can significantly reduce—and in some cases eliminate—the tax burden of transition.

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