Direct Indexing

Bear Market Creates Tax-Saving Opportunities

The stock market decline in Q2 2022 created ample opportunities for tax loss harvesting, a key technique for improving after-tax investment performance.

Tax Management Update – Q1 2022

Analysis of recent tax loss harvesting opportunities and overview of potential changes in tax legislation from the billionaire tax to SECURE 2.0.

Customized Equity Portfolios Invest for Racial Equality

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • March 9, 2022
The Case for Taxable Retirement Investing: Part 2

Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.

The Case for Taxable Retirement Investing: Part 1

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

Asset Location Strategies

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

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CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing

Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.

Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

Direct Indexing Allows Investors to Create Custom Portfolios

Direct indexing portfolios can be customized to maximize after-tax return, align with personal values, or pursue specific investment objectives.

Two Ways to Measure Tax Efficiency in Portfolios

Quantifying a fund’s tax costs can be an important differentiator, but is much more difficult to assess than investment management or advisory fees.

Portfolio Construction with ESG: Buy, Renovate or Build?

Learn about three ways to create an investment portfolio with an ESG (environmental, social, governance) focus.

Target HNW Clients with Individualized Index Strategies

The tax-efficiency and customization options available with direct indexing may be particularly attractive to high net worth investors.

Raise the ETF Tax Efficiency Bar with Direct Indexing

ETFs are more tax-efficient than mutual funds, but for tax-sensitive investors, direct indexing may be an even better solution.

Direct Indexing: Active or Passive?

Study examines the tradeoffs between tracking error and tax benefits in direct indexing separately managed accounts.

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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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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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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.