Direct Indexing

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.

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

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

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.

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