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

Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.

Outlook for Tax Increases Remains Unclear

It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.

Proposed Tax Code Changes and Tax Management Insight

Biden administration tax code proposals and potential impact on taxable investments, market commentary, and tax management techniques favored by MPA in Q1.

Direct Indexing Separately Managed Accounts: A Tax-Efficient Solution

Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.

Customized Equity Portfolios Invest for Racial Equality

The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • December 30, 2020
Assessing the Impact of Biden’s Tax Proposal on Investment Returns

The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.

Would President Biden Be Bad for Markets?

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

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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.

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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.