Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial…
Tag: Direct Indexing
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying…
How Valuable Is Tax-Loss Harvesting?
Tax-loss harvesting—the process of selling off stocks or assets that have dropped in value and taking the losses to offset capital-gains tax liability—is common this time of year as investors…
A Glimpse Into The Future Of Investor Customization Through Direct Indexing
In an interview with CityWire, Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management, discussed the company’s software-centric investing service, Canvas. The service is the first custom indexing platform, which allows advisors…
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint…
OSAM: Without Tax Management, Investors Leave Money on Table
O’Shaughnessy Asset Management (OSAM) says financial advisors should “look to customized tax management and savings as a source to maximize after-tax return.” This according to a recent article in Businesswire…
Excess Returns, Ep. 41: Is Direct Indexing the Future of Investing?
Technology has allowed all of us to personalize many aspects of our lives. Rather than accept products tailored to a wide range of people, we are now able to customize…
A Customized Stock Portfolio for Every Investor
An investing innovation called “direct indexing”—in which investors use customized indexes that consider certain strategic priorities for portfolios— is getting attention from affluent investors and is likely to spread to…
The Pros and Cons of Direct Indexing
ETFs have been the fastest growing product in the asset management industry. Since 2003, their assets have increased by over 30 times and currently stand above $5 trillion. And that…