Neuberger Custom Direct Investing (CDI)
Neuberger CDI is a Separately Managed Account (SMA) platform customizing equity portfolios to client specifications around tax liabilities, personal values, factor tilts and risk guidelines.
Overview
Why Custom SMAs?
Gain control over your client's tax experience based on their tax liabilities and tax rates
Capitalize on market volatility with year-round tax loss harvesting
Tailor your client's equity exposure around your client's stock concentration and personal values
Reduce the cost of change with personalized, tax-efficient transitions
Resources
Neuberger Custom Direct Investing (CDI) Brochure
Take control of your investment experience
Investor Profiles
How custom separately managed accounts (SMAs) may be able to solve investor needs
The Value of SMAs
The potential benefits of custom SMAs
The Case for Tax-Managed Long/Short Investing
Tax optimization strategies, particularly systematically deferring capital gains and harvesting capital losses, are critical tools for maximizing after-tax wealth over time. Traditionally, these strategies have been applied to long-only equity portfolios.
Capabilities
Neuberger CDI Investment Experience
Reporting and Service
The Neuberger CDI platform offers a wide array of resources to improve the client investment experience.
Monthly After-Tax Reporting
Monthly client reports detailing after-tax experience. Household reporting and wash sale coordination available for clients with multiple accounts.
Tax Transition Analysis
Analyze the tax impact and risk implications of transitioning assets in-kind transfer vs. cash funding.
Charitable Gifting Analysis
Help clients maximize charitable gifting efforts while managing risk.
Personal Values Reporting
Transparent detail of how client's personal values have been implemented in the investment portfolio.