Direct Indexing
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.
CE Credit: Managing Taxable Investments
Overviews techniques for reducing the impact of taxes on investment portfolios.
- October 8, 2020
- Maria Katsileros
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.
Custom Index Portfolios Help Improve After-Tax Returns
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.
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.
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.
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.
Are You Maximizing Your After-Tax Wealth?
Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.