Direct indexing replicates an index by purchasing its underlying individual securities, therefore enabling customized portfolio construction and ultimately delivering tax benefits. Direct Indexing, or customized portfolio construction, is not a new concept, but has historically been reserved for the UHNW due to the expense associated with creating and owning these portfolios. Much has been said about direct indexing presenting bespoke portfolios for a broader swath of clients. While this is true, the core benefit of direct indexing is really tax optimization, whose benefits are seen on larger portfolios.
The webinar, “Tax-Loss Harvesting Strategies”, addresses several questions around direct indexing and tax optimizations, such as:
- How has direct indexing evolved, and what are the key benefits?
- Are there differences in how direct indexing strategies are applied and distributed to HNW and mass affluent end clients?
- What are the key considerations you incorporate when thinking about tax efficient investing?
- What are some of the biggest challenges in effectively implementing tax loss harvesting and overall tax considerations?
- What type of operational issues can arise with implementing direct indexing for tax management?
- What is the outlook for the direct indexing market?
Join our webinar, presented by Celent, SS&C, and David Vaughn Investments to learn more.
