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Goldman Sachs and Betterment Launch Tax-Smart Bonds Portfolio for Savvy Investors: Details

Goldman Sachs and Betterment Launch Tax-Smart Bonds Portfolio for Savvy Investors: Details

高盛和Betterment推出智能投資者稅收智能債券組合:詳見詳情
Benzinga ·  07/19 01:30

The Goldman Sachs Group, Inc. (NYSE:GS) shares are trading lower today. Goldman Sachs Asset Management and Betterment jointly introduced the Goldman Sachs Tax-Smart Bonds portfolio.

高盛集團股票(NYSE:GS)今天交易較低。高盛資產管理和Betterment公司聯合推出了高盛智能優化稅收債券組合。

Goldman Sachs has developed a strategy by combining short-duration U.S. Treasury bonds, high-quality corporate bonds, and municipal bond ETFs.

高盛採用了短期美國國債、高質量公司債和市政債券etf相結合的策略。

Read: Goldman Sachs Targets Asia's Fast-Growing Economies With New $2B Private Equity Fund: Report

高盛針對亞洲快速增長的經濟體推出了20億美元的股權投資基金。

This portfolio leverages Goldman Sachs' expertise in bond markets and Betterment's automation.

此組合利用了高盛在債券市場方面的專長和Betterment公司的自動化技術。

The Goldman Sachs Tax-Smart Bonds portfolio is tailored for clients in higher tax brackets seeking a lower-risk bond strategy compared to equities.

高盛智能優化稅收債券組合適用於高稅收支架客戶,相對於股票,尋求更低風險的債券型策略。

This approach adapts to both longer-term trends and current market conditions, ensuring flexibility to respond to events such as the COVID-19 pandemic and U.S. debt ceiling debates, which can impact market stability.

此舉既能適應長期趨勢,也能應對諸如COVID-19疫情和美國債務上限辯論等對市場穩定造成影響的當前市場狀況。

Padideh Raphael, Global Head of Third Party Wealth at Goldman Sachs Asset Management, said, "It is important for investors seeking to create and safeguard long-term wealth to consider after-tax returns in their portfolios."

高盛資產管理第三方財富全球負責人Padideh Raphael表示:“投資者在創建和維護長期財富時,考慮稅後回報對他們的投資組合非常重要。”

"This latest collaboration, combining Goldman Sachs's investment capabilities with Betterment's innovative technology platform and customer-first approach, will allow us to work together on behalf of clients who seek attractive after-tax bond yields."

“這一最新合作,結合高盛的投資能力和Betterment創新的技術平台以及客戶至上的理念,將使我們能夠爲尋求優質稅後債券收益的客戶共同合作。”

This week, the bank reported second-quarter revenue of $12.730 billion, beating the consensus of $12.456 billion and EPS of $8.62, beating the consensus of $8.35.

本週,高盛報告了第二季度營業收入爲127.3億元,超過預期的124.56億元,並且每股收益爲8.62美元,超過了預期的8.35美元。

Related: Goldman Sachs Analysts Boost Their Forecasts Following Better-Than-Expected Earnings

相關:高盛分析師在業績超預期後提高了其預測。

Investors can gain exposure to the stock via IShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSE:IAI) and Invesco KBW Bank ETF (NASDAQ:KBWB).

投資者可以通過iShares美國券商和證券交易所ETF(IAI)和景順KBW銀行ETF(KBWB)來獲得該股票的漲幅。

Price Action: GS shares are down 2.30% at $490.63 at the last check Thursday.

截至週四最後一次查詢,高盛股票下跌2.30%,至490.63美元。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本內容部分使用人工智能工具生成,並經Benzinga編輯審核發佈。

Photo via Shutterstock

圖片來自shutterstock。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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