Asset Management

What's New In Investments, Funds? - Goldman Sachs, Betterment

Editorial Staff July 19, 2024

The portfolios is aimed at the robo-advisor's clients in higher tax brackets.

Betterment, Goldman Sachs Asset Management
Digital advisor business Betterment[/tag and Goldman Sachs Asset Management have launched the Goldman Sachs Tax-Smart Bonds portfolio.

The portfolio seeks to generate after-tax yield and is aimed at Betterment clients in higher tax brackets, who want to access a tax-smart bond strategy which is potentially lower risk than equity investing. It offers short-duration bond exchange-traded funds, with holdings that Betterment will personalize for its customers based on their tax situation.

By combining short-duration US Treasury bonds, high-quality corporate bonds and municipal bond ETFs, Goldman Sachs designed this strategy to marry longer-term trends with current bond market conditions, rather than maintaining static allocations over time.

The strategy can be adjusted for events that might create volatility such as the COVID-19 pandemic and US debt ceiling debates.

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes

What's New In Investments, Funds? - Goldman Sachs, Betterment

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