Scaling Tax-Aware
Portfolio Construction
Advancements in technology have opened access to personalized portfolio management, and strategies once reserved for ultra-high-net-worth investors are now within reach of a broad client base. By applying tax-aware portfolio optimization, advisors can tailor portfolios to individual objectives while improving after-tax outcomes.
BOOST AFTER-TAX PERFORMANCE
Opportunity That Meets The Challenge
By incorporating tax implications directly into portfolio decisions, firms can deliver more efficient, consistent, and client-focused outcomes. Tax-aware portfolio construction empowers advisors to build personalized portfolios that align with each client’s risk profile, objectives, and values—minimizing tracking error to the benchmark while optimizing after-tax results.
AS TRUSTED ADVISORS OUR EXPERTS HAVE IDENTIFIED KEY CHALLENGES FOR FIRMS LIKE YOURS
DATA FROM
MULTIPLE SOURCES
Integrate holdings, risk, security identifiers, pricing data, fundamental characteristics, sector and classifications.
TOOLS AND
REQUIREMENTS
Support optimizer engine, multi-factor risk models, trade adjustment logic, interfaces and workflow, frontier analysis, backtesting, and reporting.
KEY
CHALLENGES
Address data integration and quality, reporting and transparency, regulatory compliance, investor personalization, multi-asset modeling, and scalability.
Optimization platforms enable firms to support a wide range of objectives, constraints, and parameters related to risk, taxes, transaction costs, and investment policy.
Adeptyx Next State
Adeptyx brings hands-on domain experts who understand the interplay across investment systems — portfolio construction, portfolio management, fund accounting, OMS, data warehousing, and reporting — and follow a proven framework we call Next State to design your portfolio optimization solution.
CURRENT STATE
Evaluate your existing investment process, data infrastructure, and tax capabilities to establish a baseline and identify operational gaps.
FUTURE STATE
Define the target tax-aware portfolio construction framework: objectives, constraints, data flows, and reporting that align with your business strategy.
PROOF OF
CONCEPT & TEST
We prototype workflows with real data to validate operations before full-scale deployment.
IMPLEMENT &
INTEGRATE
Partner with internal teams to manage configuration, model data updates, automate testing, and support post-launch ensuring smooth transition from concept to delivery.
RESULT: Scalable, repeatable tax-aware workflows for personalization at scale. Robust system integration. Flexibility to confidently support future developments.
Your Roadmap. Our Resources. A Strong Partnership.
Tax-aware Optimization Expertise
We have hands-on experience with tax-aware portfolio construction, transitions, and risk integration.
Investment System Depth
We bring expertise across optimization engines, risk models, OMS, portfolio accounting, and data platforms.
Embedded Delivery Model
We work directly with your teams to accelerate delivery and knowledge transfer.
Track Record with Leading Firms
Our consultants have driven successful technology initiatives for firms including Vanguard, Fisher Investments, and Manulife.
Practical, Scalable Engagements
From discovery to implementation, we tailor our approach to fit your roadmap and resources.
Case Study – we've done this before
Adeptyx delivered expert advice as a trusted partner to a leading global investment advisor across portfolio construction, order generation and management, reporting, investment policy, operations and technology.
Overhauled the portfolio construction system for institutional and private clients.
Designed + Implemented rebalancing process at scale, including improved data sources.
Automated operations and exception handling, improving compliance.
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Added new capabilities such as tax loss harvesting.
Enabled independent roll-out of new OMS/Portfolio Optimizer technology to worldwide regions.
Ready to Start Your Portfolio Optimization Journey?
Scaling tax-aware portfolio construction is a transformation in how portfolios are managed after tax. Adeptyx partners with investment firms to design, implement, and scale tax-aware optimization frameworks by integrating risk, taxes, transaction costs, and personalization into a unified, production-ready workflow.
Schedule a 30-Minute Discussion with an Adeptyx Expert.
​Adeptyx provides specialized consulting for investment management firms, delivering expertise across trading systems, portfolio platforms, fund accounting, and infrastructure. We embed domain experts who understand your business imperatives, helping accelerate delivery on highly strategic technology and operational initiatives.
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