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The Power of Direct Indexing: Tax-Managed Models to Add Tax Alpha
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"The Power of Direct Indexing: Tax-Managed Models to Add Tax Alpha"
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Download this guide to discover how you can leverage direct indexing to add tax alpha to your clients’ portfolios.

As the market becomes more competitive, smart advisors know they should explore new and different strategies for their clients. One such strategy could include direct indexing, which is the process of replicating a broad market index through the direct purchase of individual securities — rather than purchasing the index itself. With ownership of the underlying securities, advisors can add additional tax alpha to client portfolios.

Download this fact sheet now to get a better understanding of how you can use direct indexing and how it generates tax alpha and additional value for clients through:

  • Tax-loss harvesting
  • Flexibility in trading
  • Transparency in holdings

Take steps now to capitalize on the power of direct indexing so you can offer more personalized investment options for clients and possibly increase the overall yield of their portfolios and your bottom line.

 

Tax alpha is the value created from the tax management of a portfolio.*

Disclosure: This information is prepared for general information only. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. All opinions expressed herein are subject to change without notice. 


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