Latest Articles
Direct Indexing Can Do What ETFs Can’t
Direct indexing has become an increasingly popular option for ultra-high-net-worth investors with...
Customize Holdings With Direct Indexing
When Direct Indexing Is the Right Choice
3 Ways Direct Indexing Benefits Investors
More Direct Indexing Channel Articles
Taxes and ESG on Your Mind? Consider Direct Indexing
2023-05-24If investors prioritize tax loss harvesting and ESG investing, then they may want to consider...
Direct Indexing Is So Important for Tax-Loss Harvesting
2023-05-23Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of...
Direct Indexing Automation Helps Tax-Loss Harvesting
2023-05-18Tax-loss harvesting is one of direct indexing’s biggest benefits. The automation that direct...
4 Key Benefits of Tax-Loss Harvesting
2023-05-16Tax-loss harvesting involves selling investments at a loss, then using those losses to offset...
Understanding The Core Interest in Tax-Loss Harvesting
2023-05-12While tax-loss harvesting is a tried-and-true strategy for lowering taxes and raising returns, it...
ETF Prime: Nadig Considers Prospective ETF Ideas
2023-05-09On the most recent episode of “ETF Prime,” VettaFi’s financial futurist Dave Nadig...
Tax-Loss Harvesting Is a Key Benefit to Direct Indexing
2023-05-08Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of...
Direct Indexing on Pace to Grow Faster Than ETFs
2023-05-03Direct indexing is poised to grow at a faster rate than ETFs, mutual funds, and separate accounts...
Tech Advancements Pushing Demand for Direct Indexing
2023-05-02Direct indexing was once an option only reserved for “the ultra, ultra-high-net-worth” investor,...
Put Your Cash to Work With Direct Indexing
2023-04-28Cash holdings were at almost record highs at the start of the year as volatile stock and bond...
Tax-Loss Harvesting Isn’t Just for Year's End
2023-04-27Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of...
The Benefits of Direct Indexing (That ETFs Don't Have)
2023-04-26ETFs provide many benefits to a portfolio, from their tax-efficient nature to their low costs to...
Turn to Direct Indexing for Taxes and Personalization
2023-04-24Direct indexing has been an option for ultra-high-net-worth investors for some time now. But...
Building the Right Direct Indexing Portfolio
2023-04-21A direct indexing portfolio is a separately managed account based on a chosen market-cap-weighted...
Direct Indexing and Active Maximizes After-Tax Outcomes
2023-04-20When it comes to deciding whether to invest in ETFs or use direct indexing, investors don’t...
Use Direct Indexing for Customizing ESG Investments
2023-04-18Investors increasingly want to reflect their values in their portfolios through environmental,...
Vanguard's Approach to Direct Indexing
2023-04-14This post originally appeared on Advisor Perspectives.
Gaining Perspective, featuring: Emily...
Direct Indexing Can Benefit From Volatility
2023-04-12The continued market volatility is making many investors justifiably nervous, especially...
Direct Indexing or ETFs: Which Is the Right Option?
2023-04-10Direct indexing is one way a high-net-worth investor can lighten their tax drag. But is it the...
Ideal Factors to Reduce Taxes with Direct Indexing
2023-04-06Direct indexing involves an investor buying an equity index directly, rather than through a fund....
Use Cases for Direct Indexing
2023-04-04A direct indexing portfolio is a separately managed account based on a benchmark index. Since...
