From this author
Four Questions to Ask When Choosing an SMA Provider
by Natalie Miller, Director, Investment Strategy
September 12, 2023
Tax management is a key potential advantage of direct indexing. Is your SMA provider focused enough? Find these four answers.
Strengthen Your Clients’ Cores with Direct Indexing
by Paul Bouchey, Managing Director, Global Head of Research; Natalie Miller, Director, Investment Strategy
August 7, 2023
There’s still a role for active management for high-net-worth investors—as long as their overall portfolio is efficient enough. See how a core-satellite structure can make it work.
Advisors: Don’t Miss the Direct Indexing Opportunity
by Natalie Miller, Director, Investment Strategy
February 13, 2023
Tax management isn’t the only reason for advisors to recommend direct indexing for their clients. We dive into some others.
Keep Calm and Harvest Losses
by Natalie Miller, Director, Investment Strategy
November 3, 2022
Find out how stressed investors can make the best of a bear market with tax-loss harvesting.