Our new Portfolio Recipes webinar series kicked off last month with The Behavioral Portfolio, featuring Toews and State Street Global Advisors. In the second installment, our Chief Investment Strategist, Rusty Vanneman, CFA, CMT, introduces The Tax-Efficient Portfolio.
In this timely episode, Rusty is joined by Ryan McMahon, CFA, Senior Vice President of PIMCO’s Global Wealth Management Team, and Ryan Pogodzinski, CFA, Consulting Director for Russell Investments’ Advisor and Intermediary Solutions business.
During the webinar, you’ll learn what makes PIMCO and Russell Investments a powerful combination, as well as:
- Enhanced trading strategies for improved tax efficiency
- How to minimize taxes and maximize returns
- Portfolio recipes for three different risk budgets
The CFA is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.