Increase After-Tax Alpha With Direct Indexing
June 16, 2023 at 12:16 PM EDT
Direct indexing with daily scans for tax-loss harvesting opportunities can increase after-tax alpha by at least 20 basis points. In some cases, that after-tax alpha can increase by more than 100 basis points. A direct indexing portfolio is a separately managed account based on a benchmark index. But unlike traditional SMAs, direct indexing offers scalable, [...] The post Increase After-Tax Alpha With Direct Indexing appeared first on ETF Trends .
