Monetize, Hedge, and Harvest: Pairing VPFs with Tax-Managed Long/Short

Traditional long-only equity strategies can help grow wealth but often miss key opportunities for tax efficiency—especially for holders of concentrated stock positions. In today’s market, investors need smarter tools to unlock liquidity, manage risk, and optimize after-tax outcomes.

Join Ben Davis, PhD, Global Head of Research at Parametric and Lou Mandia, Head of RIA Strategy & Distribution, IED at Morgan Stanley as they break down the power of pairing advanced Hedging and Monetization solutions with Tax-Managed Long/Short strategies.

What you’ll learn:

• How Variable Prepaid Forwards and Long/Short SMAs help monetize and diversify concentrated holdings—without triggering immediate tax liabilities.
• How Tax-Managed Long/Short strategies amplify tax loss harvesting and accelerate diversification.
• Real-world case studies demonstrating the benefits and trade-offs of these advanced portfolio solutions.
• Actionable tips for structuring portfolios for tax efficiency and long-term growth, backed by the latest research from Morgan Stanley and Parametric.