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The benefits of the core/satellite approach stem largely from your decisions about how much to allocate to the core and how much to active management. Here are the key issues to consider when designing a core/satellite portfolio.
Constructing the core of a core/satellite portfolio sounds easy—just plunk assets into a low-cost fund that mirrors the market. But as this study shows, a client's after-tax return can vary significantly depending on when the money is contributed and the type of fund or funds that you choose.
A tax-sensitive portfolio could boost returns for clients under the right conditions. This extra layer of input adds complexity to the investment process and may fly in the face of conventional wisdom.
In a down market, it's natural for investors to concentrate on something they can control—like taxes. Help them save money with a few tax-management procedures that could change your investment strategy and keep your client retention levels high.
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