Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.
See why choosing a direct index provider isn’t as straightforward as selecting a passive index fund or ETF, how strategies can differ, and why it matters.
Despite strong equity market returns, actively managed equity and direct index strategies were still able to find tax loss harvesting opportunities.
While broad stock market returns were positive for the first quarter, nearly half of index stocks declined, creating opportunities for tax loss harvesting.
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.
Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.
There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.
Study examines the tradeoffs between tracking error and tax benefits in direct indexing separately managed accounts.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
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.