Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
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.
How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
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.
Learn how to coordinate complex client portfolios in real time and potentially improve investment outcomes related to taxable gains, rebalancing, and customization.