After-Tax Benchmark Methodology Roundtable

Boston, MA

March, 2025

Meradia recently collaborated in person with representatives from some of the largest Direct Index and after-tax SMA managers following an engagement by a top-three investment manager. The goal of the discussion was to provide feedback on a scalable methodology for calculating after-tax benchmarks that can be implemented at scale.

We are excited to continue discussing this method with industry experts and addressing its objectives and challenges, aiming to achieve transparency and standardization across the industry!

Stay tuned for a follow-up on key themes and takeaways.