Direct Indexing
Is Direct Indexing Right for You?
See how direct indexing compares to index funds and ETFs for investors who want to customize their accounts or minimize investment-related taxes.
With Direct Indexing, Process Matters
Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.
How to Evaluate a Direct Index Provider
See why choosing a direct index provider isn’t as straightforward as selecting a passive index fund or ETF, how strategies can differ, and why it matters.
Asset Location Strategies
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.
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.
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.
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.
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.