Custom SMA capabilities
Custom SMAs with Remi
Remi is Allspring's technology-enabled, multi-asset platform designed to build tax-advantaged, customized separately managed accounts—seeking to elevate the personal investor experience.
Custom SMAs have benefits …
Tax management
Direct ownership of individual securities enables strategies such as tax-loss harvesting and tax optimization.
Customization
Personalized investment choices can evolve based on changing market conditions or investor wants, needs, and goals.
Institutional trade execution
Active managers leverage their institutional scale for ongoing management and increased trading access on portfolios.
… Remi can help unlock SMArt outcomes
Multi-asset capabilities
Remi provides access to direct indexing, tax-managed active equity, taxable fixed income, and municipal fixed income solutions.
Flexible transition opportunities
Remi uses its technology-enabled platform to transition legacy portfolios, at scale, in a transparent, risk-aware, and tax-efficient manner.
Elevated investor experience
Remi harnesses Allspring’s ecosystem to deliver ease of access across investment, portfolio, and wealth specialists into one seamless experience.
SMArt tax management
Unlock year-round, client-directed or systematic tax-loss harvesting
Seize ongoing opportunities to proactively optimize portfolios according to specific needs—not just at year-end.
- Leverage tax-lot-level decision-making
- Reduce portfolio tax drag on performance
Projected tax-aware returns after 10 years
Important information
Transition planning, simplified
Create value up front
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.
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.
Choose your goal to balance tax-loss harvesting and tracking error on fully invested accounts
Our facts and figures
Join the evolution of customized investing
$81B+
(billion)
in total SMA assets under advisement
Top 15
Allspring ranking
for the largest independent¶ SMA providers in the industry by assets*
5th
Fifth largest
provider of model-delivery SMAs in the industry by assets*
49
SMA offerings
that are distinct strategies on the Allspring investment platform
Important information
Direct indexing: A selection of customizable solutions
With Allspring’s SMArt direct indexing, you have options
Remi: Unlocking SMArt possibilities through personalized, tax-smart direct indexing strategies with Allspring Global Investments.
Fixed income: Customize various bond ladders and hybrid-structure SMAs
Active Equity: Choose your active exposure with optional tax-managed capabilities
Frequently asked questions
Common questions about Allspring’s custom SMA capabilities
- What is a separately managed account (SMA)?
Separately managed accounts (SMAs) are professionally managed investment portfolios designed for individual investors. Unlike mutual funds or exchange-traded funds (ETFs), SMAs allow investors to directly own the underlying securities, such as stocks and bonds. This structure can provide significant advantages, including customization, tax efficiency, transparency, and flexibility, making SMAs a potentially viable option for those seeking personalized and tax-smart investment strategies. Read our SMA overview.
- What are the benefits of SMAs?
Investors in SMAs have direct ownership of the underlying securities in their portfolios, offering them distinct advantages like portfolio customization, sophisticated tax management, and enhanced transparency. This portfolio customization provides greater flexibility and control, allowing investors to tailor strategies to their individual preferences, objectives, and tax considerations. Read Allspring’s SMA 101 guide.
- Which investment strategies does Allspring offer through SMAs?
Through SMAs, we offer equity, fixed income, and multi-asset investment strategies ranging from direct indexing and tax-efficient approaches to outcome-oriented and customizable strategies designed to meet specific client objectives. Availability varies based on platform, custodian, and account size. Contact the Allspring team for the best solution for your client or institution.
- What is the Allspring Remi platform?
Remi is Allspring's technology-enabled, multi-asset platform designed to build tax-advantaged, customized SMAs—seeking to elevate the personal investor experience. It allows advisors to create personalized portfolios across equities and fixed income, including municipal bonds, while supporting features such as tax‑loss harvesting, portfolio transitions, and institutional‑scale trade execution. Remi helps deliver tailored investment solutions that can evolve with an investor’s goals and tax needs. Read more in Allspring’s Remi brochure.
- How fast can advisors onboard clients to Remi?
Timelines depend on account type, custodian setup, and data completeness. Digital workflows in Remi are designed to streamline proposals, investment policy capture, and account opening. Complex restrictions or transfers may extend timelines. Connect with the Allspring team for current cycle times and a checklist.
- How do SMAs differ from mutual funds and ETFs?
SMAs provide direct ownership of individual securities, often enabling greater personalization and more robust tax management than pooled vehicles like mutual funds or ETFs by allowing for portfolio customization and tax‑loss harvesting at the individual security level. Allspring’s SMAs are designed for investors seeking a more defined experience, with enhanced transparency, customization options, and ongoing tax management. Learn more in Allspring’s detailed overview of SMAs, ETFs, and mutual funds.
- What are the tax advantages of SMAs?
SMAs typically offer enhanced tax management because investors maintain direct ownership of individual securities. This allows tax‑loss harvesting to occur at the security level on an ongoing basis rather than relying on overall portfolio declines, as is often the case with pooled vehicles like mutual funds and ETFs. This makes broad market performance less critical to generating tax benefits and allows SMAs to capitalize on security‑level volatility to generate tax alpha throughout a portfolio’s life—even in rising markets.
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