Remi

Access systematic, year-round tax-loss harvesting
Seize opportunities to proactively manage portfolios according to client needs, not just at the end of the year.

Leverage tax-lot-level decision-making
Exercise control over individual tax lots using our powerful and proprietary tax management technology.

Mitigate tax erosion
Access a full range of strategies to help enhance after tax returns through ongoing tax management and tax-loss harvesting.

Hypothetical portfolio returns after 10 years

In this hypothetical example, over 10 years, a client with a $1 million portfolio could increase annualized after-tax returns by 3.54% in total. (After tax, post-liquidation.)*
*This chart and the results shown are hypothetical and for illustrative purposes only and do not represent any product managed by Allspring Global Investments. The charts are intended to serve as a general example of a portfolio of municipal bonds with an initial investment of $1,000,000, expected annual total return of 6.7%, expected annual turnover of 30%, coupon rate of 3.8% , short-term tax rate of 40.8% and long-term tax rate of 23.8%. Tax-aware portfolio values and returns reflect the deductions of tax loss. Non-tax aware portfolio values and returns do not reflect the deduction of tax loss.

Tailor fixed income portfolios
Design bond portfolios according to your own personal preferences including municipal, corporate, and treasury bond ladder options with multiple customization possibilities focused on maturity, yield, credit, sector, ESG, state, and more.

Customize equity exposures
Utilize Remi’s Directing Indexing capabilities to create personalized equity portfolios with individual stock and industry group customization options.

Access Allspring’s active management
Leverage Allspring’s active expertise with Remi’s CoreBuilder series—offering the compelling combination of mutual fund investing with the unique features of a separately managed account.

Streamline the process
Remi helps make the transition process seamless, ensuring legacy portfolios move to customized solutions in a risk-aware, tax-efficient manner—allowing clients to see the impacts of exposure changes in advance.

Create value up front
Pinpoint yield-increasing opportunities, harvest losses strategically to counterbalance taxes, and define duration and credit profiles at the onset.

Emphasize tax efficiency, tracking error, or both
You are in control with Remi. Choose to minimize tax liabilities, the impact of tracking error, or a combination of both. The choice is yours.

The blueprint to a smart transition

For illustrative purposes only.

1. Customizable within each shell.
2. Customization is limited to strategies with the ability to exclude ratings and/or add minimum or maximum weights.
3. Limited to national strategies.
4. State specific targets 50% of total portfolio.

For illustrative purposes only.

1. Customizable within each shell.
2. Customization is limited to strategies with the ability to exclude ratings and/or add minimum or maximum weights.
3. Companies are categorized into three buckets based on their ESG rating: leaders (AAA–AA: a company leading its industry in managing the most significant ESG risk and opportunities), average (A– BB: a company with a mixed or unexceptional track record of managing the most significant ESG risk and opportunities relative to industry peers), and laggards (B–CCC: a company lagging its industry biased on high exposure and managing the most significant ESG risk and opportunities). There are three ESG preferences currently offered (from strictest to least restrictive): i. A or better (highest emphasis with exclusion of all "laggards") ii. BBB or better (moderate emphasis with exclusion of "laggards") iii. BB or better (exclusion of most egregious "laggards", i.e., those B and below).

For illustrative purposes only.

1. Customizable within each shell.

For illustrative purposes only.