Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.
It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.