Trillions in assets have fled traditional active management for ETFs. Counterintuitively, these "passive" vehicles are being used in active ways. However, these vehicles have unique frictions and require new approaches to portfolio construction, risk and tax.
55 combines current investment science and state-of-the-art technology to streamline actively managed passive portfolios. We provide powerful portfolio tools, software, and tax-managed investment strategies that are engineered in-house by recognized thought leaders.
55 engages with financial software systems and asset managers to deploy these capabilities.
Changes in the investing world over the past 15 years have been exponential – creating new opportunities and challenges. As such, it’s time for investors (and many in the industry) to rethink investing. Learn more about 55 Institutional's beliefs on investing.