NB Custom Direct Investing (CDI)™

NB 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

Platform Brochure Investor Profiles Value of SMAs

Maintain accounts, customize portfolios and access personalized reporting

Access personalized NB portfolios

Capabilities

NB CDI™ Investment Experience

Full suite of 40+ core, active, and factor strategies available

Frequent portfolio rebalancing to manage individual tax liabilities

Real-time access to holdings and after-tax performance through digital portal

Portfolio customization including personal values, factor tilts, and stock / industry restrictions

Reporting and Service

The NB 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.

More Insights From Neuberger Berman

What Tailor-Made Investing Looks Like

On this episode of Disruptive Forces, Anu Rajakumar chats with Jacob Greene, Head Strategist for Custom Direct Investing, to understand more about what it takes to craft customized portfolios while incorporating a multitude of factors within today’s investment landscape.

NB CDI™ Householding: A More Holistic Approach to Client Customization

While direct indexing offers clients an entry point for considering after-tax returns, at Neuberger Berman we believe that providing tax optimization across the entirety of an investor’s equity allocation can offer a better client outcome.