Taxes can create a gap between how investments perform and how wealth grows. AQR Flex SMAs are designed to narrow this gap by helping investors compound wealth more efficiently. Unlike conventional approaches, like direct indexing, Flex SMAs invest both long and short, which allows us to implement our investment views more fully and may lead to more consistent pre-tax and after-tax outcomes.
These long/short equity strategies are driven by AQR’s time-tested, systematic process developed over 25 years of investment management research and experience.
*All data as of 3/31/2025
Video Introduction
How does Flex work, and what can it do? Take a look under the hood in this introductory video.
Transition Analysis Tool
Visualize the potential impact of transitioning a portfolio to Flex.
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Like any investment strategy designed to generate pre-tax returns, tax-aware investment strategies are subject to the risk of pre-tax returns meaningfully underperforming expectations.
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