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Video: Tax-Efficient Legacy Account Transitions 

A smarter way to transition portfolios 

Contributor

Walid Bandar,
Axioma Wealth Management Specialist, SimCorp 

There are generally several ways to transition legacy accounts – and some are better than others.

In this short video, wealth management specialist and former portfolio manager Walid Bandar focuses on transition proposal creation. Using the Axioma Portfolio Optimizer, he demonstrates the different trade-offs – including tracking error and active risk – alongside the implications, in both a full transition and a partial transition.

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