You don’t have to be as rich as the president, or even a millionaire, to benefit from direct indexing and tax loss harvesting ...

Savvy, a digitally native registered investment advisor, is joining the increasingly crowded direct indexing market. Assets managed in direct indexing products reached $462 billion in the first ...

Envestnet, the wealth management software firm used by more than 106,000 financial advisors representing $5 trillion in assets, has seen explosive growth in its direct index offerings. According to ...

An index is just a set of securities with different weights, often chosen using a process such as market-cap weighting, industry sector restrictions, liquidity, etc. Direct indexing is, or should ...

One reason for the growing popularity of direct indexing is tax-loss harvesting. However, many investors fail to capture the full benefits, because they are manually reviewing their portfolio for ...

Direct indexing with daily scans for tax-loss harvesting opportunities can increase after-tax alpha by at least 20 basis points. In some cases, that after-tax alpha can increase by more than 100 basis ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

Direct indexing strategies offer greater tax efficiency and the ability to customize a portfolio with individual stocks.

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

Commonly referred to as the “great unwrapping,” direct indexing has the potential to be the next disruptive force in asset management. In the same way that the invention of the exchange-traded fund ...

If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...