Explore our Advisor Tools

These advisor tools can be accessed by the general public but are intended to be used by investment professionals and financial advisors only. Understanding of these tools requires a level of investments knowledge and experience. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person without the assistance of their financial advisor. These tools do not provide, and may not be relied upon, for investment, accounting, legal, or tax advice. They are designed for informational and educational purposes only.




Benchmark Builder


Assess the characteristics and performance of a customized benchmark against a comparison index



ESG Screen Analyzer


Explore the potential impact of eliminating sectors, industries and ESG screens from a benchmark



Transition Analysis Explorer


Evaluate multiple risk and tax impact scenarios before funding portfolios with securities



Portfolio Lab


Combine and assess benchmark blends, ESG screens and transitions

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Simulation Tools



Tax Alpha Simulator


Compare how the loss harvesting experience of a portfolio is impacted by market conditions



Core-Satellite Calculator


Explore various core-satellite mixes and the potential impact of the allocation to core

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts and simulations contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

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