Neuberger Custom Direct Investing (CDI)

Custom Direct Investing

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.

Neuberger Custom Direct Investing (CDI)

Custom Direct Investing

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

Modern Building abstract window reflections
Neuberger Custom Direct Investing (CDI) Brochure

Take control of your investment experience

Modern Building abstract window reflections
Investor Profiles

How custom separately managed accounts (SMAs) may be able to solve investor needs

Modern Building abstract window reflections
The Value of SMAs

The potential benefits of custom SMAs

Resources

Modern Building abstract window reflections
Neuberger Custom Direct Investing (CDI) Brochure

Take control of your investment experience

Modern Building abstract window reflections
Investor Profiles

How custom separately managed accounts (SMAs) may be able to solve investor needs

Modern Building abstract window reflections
The Value of SMAs

The potential benefits of custom SMAs

Tax-Managed

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.

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Neuberger Custom Direct Investing (CDI) for Canadian Investors

Watch the video for an overview of custom direct investing and the potential benefits of SMAs

Tax-Managed
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.

Related Insights

For more information, contact your advisor