ACTIVE TAX
MANAGEMENT

Pursue tax-management opportunities for your clients—and your business throughout the year.

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Explore the benefits of tax-managed investing

Negative returns ≠ zero taxes.

Taxes can be a major headwind for taxable investors—even during down markets.

Many investors in U.S. equity mutual funds and ETFs experienced this painful truth in the four years that the market posted negative returns since 2000. As the table below illustrates, despite the negative returns, capital gains were still distributed and taxed.

Year Market Return* Average Capital Gain Distribution
(% of NAV)**
2001 -12% 4%
2002 -22% 2%
2008 -37% 8%
2018 -5% 11%
*Russell 3000 Index. **Morningstar U.S. OE Mutual Funds and ETFs.
% = Calendar Year Cap Gain Distributions / Year-End NAV. See disclosure section for more details.

Explore tax-managed products

Russell Investments
Tax-Managed Solutions:

We implement year-round active tax management. Read how our tax-managed funds materially improved their tax standing during the Q1 2020 market volatility as well as in prior periods.

Benefits of Tax-Managed Investing

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It’s easy to transition:

If your clients hold tax-inefficient investments, consider switching to a tax-efficient investing approach when it fits your client's situation. At the very least, stop reinvesting the distributions back into those same tax-inefficient investments.

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Build your tax-smart prospect list

Identify clients who may benefit from tax-managed investing and prioritize them depending on their current situation. Consider the client’s cost basis, marginal tax rate and their specific situation in your evaluation.

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Clients with loss harvesting opportunities 


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Clients who have cash on the sidelines and/or have come into large cash distributions

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Connect always:

Taxable trusts: They cross the top marginal tax rate at just $12,951 of taxable income

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Follow these steps to switch to tax-efficient investing

Take action now.

It's about more than tax-loss harvesting. It's about creating long-term wealth for clients—and for your business.

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Try our tax-management tools.

Demonstrate the value of tax management to your clients.

Proposal Tool:
Multi-Asset Portfolio Builder

Create a tax-managed proposal for your clients with our Multi-Asset Portfolio (MAP) Builder

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Illustration Tool:
Value of Tax Management

See how much more return you may gain with a tax-managed portfolio.

Value of Tax Management Tool

Comparison Tool:
Tax Impact

Compare investment products on a tax-adjusted basis and quickly assess the tax implications between products and categories.

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