Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

Our portfolio trailed the Russell 1000 Index and the blended benchmark (60% Russell 1000 Index/40% Bloomberg US Treasury Bills 1-3 Month Index). Our long book posed a relative headwind in the quarter, ...

A net short position means an investor has more short than long positions in their portfolio. Get a clear definition and an ...

Neuberger Berman has introduced a tax-managed long-short equity strategy within its Custom Direct Investing platform, expanding the options available to wealth managers serving high-net-worth clients.

Here’s how the long-short toolkit, derivatives, net equity ranges, exit loads, redemption windows, risks and suitability ...