Is managing direct indexes a lot harder than managing ETFs? How do you implement direct indexes? Why are direct indexes more tax efficient than ETFs and funds? What type of firms adopt direct indexes? Answers here.
We believe that providing tax optimization across the entirety of an investor’s equity allocation can offer a better outcome, as tax liabilities can be calculated for all accounts sharing the same tax ID rather than at the individual portfolio level.
Thoughtfully deploying AI in portfolio monitoring could result in efficiency gains of 82% savings in portfolio manager time and 63-85% savings in net computational costs.
The S&P 500 Economic Moat Index is designed to track high quality companies that are surrounded by so-called "economic moats" and driven by Syntax Market Share Scores based on proprietary Functional Information System data that evaluate companies by the characteristics of various product lines.
Direct indexes can outperform comparable ETFs on an aftertax expected basis. But direct index SMAs – separate subaccounts managed independently of the rest of the portfolio – are a bad way to implement them.
This thematic equity Index provides investors with access to a curated selection of publicly traded companies poised to drive the modernization of infrastructure within the United States.
Most portfolios end up with allocations to both active and passive strategies but advisors and clients alike embrace direct indexing to improve the tax and fee efficiency of the overall portfolio.
