Question 1

Is PortFrame a brokerage or does it execute trades?

Accepted Answer

No. PortFrame is a portfolio research and implementation-modeling platform. It does not hold assets, route orders, or execute trades. Tax-aware implementation is modeled and monitored, not executed.

Question 2

Are the simulations real investment returns?

Accepted Answer

No. Historical simulations are hypothetical, do not represent any investor’s actual experience, and depend on assumptions about portfolio rules, rebalancing, transaction costs and data availability. Past performance does not guarantee future results.

Question 3

What is the difference between systematic and illustrative portfolios?

Accepted Answer

Systematic equity portfolios are constructed with a no-look-ahead process. Thematic and fixed-stock portfolios use holdings identified with current information applied historically, so their results are illustrative and are not equivalent to an ex-ante systematic backtest.

Question 4

Does PortFrame give tax advice?

Accepted Answer

No. Tax-aware implementation results are hypothetical and depend on user-defined assumptions. PortFrame does not provide individualized tax advice.

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