SMA demand and tax alpha investing are booming. Here’s why

Kacie Walsh Jason, regional director and vice president at Dimensional Fund Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the surge in demand for separately managed accounts, as well as the benefits of tax alpha investing.
  • Aug 11, 2026

Kacie Walsh Jason, regional director and vice president at Dimensional Fund Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the surge in demand for separately managed accounts, as well as the benefits of tax alpha investing.

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