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 Gains Distribution
(% of NAV)**
2001 -12% 4%
2002 -22% 2%
2008 -37% 8%
2018 -5% 11%
2022 -19% 7%
*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 solutions

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 H1 2022 market volatility as well as in prior periods.

Benefits of Tax-Managed Investing

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.


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.

Connect now:

Clients with loss harvesting opportunities 

Connect next:

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

Connect always:

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


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.

Try our tax-management tools.

Demonstrate the value of tax management to your clients.

Proposal Tool:
Investment Proposal Tool

Create a tax-managed proposal for your clients with our Investment Proposal Tool (formerly known as MAP Builder).

MAPBuilder cover page

Investment Proposal Tool Lock

Illustration Tool:
Value of Tax Management

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

Value of TM Tool

Value of Tax Management Tool Lock

Comparison Tool:
Tax Impact

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

Binoculars Tax Impact Tool

Connect 1:1 with your dedicated regional team at Russell Investments.

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