Seek to Minimize Your Clients’ Tax Bills With ETFs

Managing a portfolio is about more than finding investments that do well – it’s about minimizing expenses as well. Advisors need to leverage tax-efficient investment strategies to help client’s reach their goals.

Join the experts at Invesco and VettaFi to learn how to help mitigate your clients’ tax bills.

September 19, 2023
10am PT | 1pm ET
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Topics will include:

  • Portfolio management best practices.
  • Minimize exposure to fund-driven capital gains distributions.
  • How tax loss harvesting works
  • Tax efficient investing with ETFs


Brad Smith, CFA

Director of ETF Research

Lili Jiang, CIMA

ETF and IS Specialist

Ryan McCormack

Factor & Core Equity Strategist

Tom Lydon

Vice Chairman

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Important Disclosures

Invesco Distributors, Inc. is not affiliated with VettaFi.

There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund’s return may not match the return of the Index. The Funds are subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Funds.

Invesco does not offer tax advice. Please consult your tax adviser for information regarding your own personal tax situation.