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Active Index-based Solutions
Active’s Equity Index Strategies are portfolios of individual
stocks that seek to match the performance of their targeted
indexes on a pretax basis while aiming to outperform the index
after-tax. Each strategy is targeted to a single index, such
as the S&P 500 or the S&P Global Index. Through a proprietary,
stratified sampling technique, each equity strategy uses a
small subset of its corresponding index. Portfolios may be
customized to meet individual needs and preferences, and are
actively tax managed at the individual account level.
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Active