Custom Index Portfolios Help Improve After-Tax Returns

How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.

New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization

How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.

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Reactivate Your Equity Portfolio

Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.

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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

  • March 26, 2020
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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

Intelligent Indexing: A Strategy for Taking On Costly Taxes

Kevin Maeda of Active Index Advisors® on how mitigating the tax costs of investing can help investors keep more of what they earn.

Are You Maximizing Your After-Tax Wealth?

Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.

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Integrated Portfolio Implementation®

Learn how to coordinate complex client portfolios in real time and potentially improve investment outcomes related to taxable gains, rebalancing, and customization.

  • March 19, 2019
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Finding Tax Efficiency Now

Financial professionals become more attuned to the potential effects of taxes on their investment portfolios.

Potential Impact of the Tax Cuts and Jobs Act on Portfolios

A new era of tax policy and cuts is under way, one in which portfolio tax management could be even more important for investors.