2023 State of Technology – HealthTech, InsurTech, FinTech
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Direct Indexing generates tax alpha through several tax advantages, creating a tax-loss harvesting balance that typically offsets higher upfront investment fees.
Investors add or exclude a particular stock or category of stocks easily and for any reason—like tax purposes or to carve out legacy holdings—enabling advisors to more precisely shape an index to meet an investor’s goals.
The flexibility of Direct Indexing enables investors to construct a portfolio in line with specific objectives, like Environmental Social Governance (ESG), Socially Responsible Investing (SRI), and other personal or faith-based values.