Get in touch
LotWise is written for individuals, practitioners and advisors who want to see how tax-aware portfolios are built. If something here raised a question, or you would like to compare notes, send an email.
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What I'd like to discuss: My background (individual, practitioner or advisor): Anything else:
Good things to ask about
- The methodology
- How the optimizer weighs taxes, tracking error and trading costs, and why a step works the way it does.
- The two strategies
- Tax-aware direct indexing and tax-aware long-short: their objectives, constraints and settings.
- The tools
- What a tool's sample portfolio shows, and how to read its result.
- The forthcoming paper
- What it will cover, including the comparison of a CPU solver with a GPU solver on real data.
- Collaboration
- Research, review, or using the material to teach.
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Follow the build
Not ready to write? The changelog records each milestone as it lands, and its Atom feed lets a feed reader tell you when the paper and its results are out.