• Case Study

    ETF Investment Manager Case Study

    Find out how Main Management was able to reduce trade processing time by 88% and get consistent executions across multiple custodians. 

  • Model. Rebalance. Trade.

    Investment Management On A Single Platform

    Implement investment models, streamline rebalancing and order creation, and execute trades with just a couple of clicks.

  • Meet Atom Align

    It’s Where Ideas Are Turned into Action

    Stop using Excel to manage your trading process and start managing your accounts in real-time.

  • TAMP Technology Platform

    Have a TAMP or want to scale like one?
    • Streamlined UMA Modeling
    • Multi-Custodian Electronic Trading
    • Model Manager Integration
    • Customizable and Scalable

Latest News from Blaze Portfolio

After reviewing the literature on tax efficiency and loss harvesting, we find that a well-diversified and risk managed portfolio implicitly promotes tax efficiency by reducing the number of big down years, and as a result, minimizes the amount of tax available to be harvested. We also find that claims by robo-advisors of a 1-3% annual gains from tax harvesting are overestimated because of 1) bias in the timeframe, 2) bias in the portfolio composition, 3) tax deferrals misrepresented as gains, and 4) exclusion of operational costs from the analysis.

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