Taxes

Direct Indexing Separately Managed Accounts: A Tax-Efficient Solution

Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.

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Post-Crisis Washington: How Might Politics Inform New Legislation?

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.

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.

New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization

How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.

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Reactivate Your Equity Portfolio

Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.

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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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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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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.

Are You Maximizing Your After-Tax Wealth?

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

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Integrated Portfolio Implementation®

Learn how to coordinate complex client portfolios in real time and potentially improve investment outcomes related to taxable gains, rebalancing, and customization.

  • March 19, 2019