From this author
Blog post
Read more
What You Need to Know About Tracking Error
by Jennifer Sireklove, Managing Director, Investment Strategy
June 8, 2026
Tracking error is widely cited but frequently misunderstood. Learn what it actually measures, and what it can—and can’t—tell you about your portfolio.
Blog post
Read more
What Is Tax Management?
by Jennifer Sireklove, Managing Director, Investment Strategy
September 23, 2025
Let’s look at how tax management works in direct indexing portfolios to help enhance after-tax returns.