Deep Dive | Talking taxes: The value of tax-managed investing amid COVID-19

<p><b>Description:</b></p><p>Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Frank Pape, Senior Director of Portfolio Consulting at Russell Investments as they talk about the latest ways your clients may benefit from tax-managed investing in a post-COVID era.</p><p><b>Disclosure:</b></p><p>Sources:</p><p>14:20:ICI info-2019 ICI Factbook.</p><p>7:08- Capital Gains for 2015, 2018, 2019</p><p>U.S. Stocks: Russell 3000® Index.    U.S. equity funds: Morningstar broad category ‘US Equity’ which includes mutual funds and ETFs (and multiple share classes).</p><p>% = Calendar Year Cap Gain Distributions / Year-End NAV. For years 2001 through 2013, used oldest share class. 2014 forward includes all share classes. </p><p>Indexes are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.</p><p>The <b>Russell 3000® Index</b> measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market. The Russell 3000 Index is constructed to provide a comprehensive, unbiased and stable barometer of the broad market.</p><p> Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an &quot;as is&quot; basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.</p><p>This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.</p><p> </p><p>Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other f