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Direct Indexing—Tax Alpha and Direct Beta

May 14, 2020

What can direct indexing do for you? Parametric’s CEO, Brian Langstraat, joins the CFA Society Orlando’s. Investors First Podcast to discuss tax-loss harvesting, portfolio customization, responsible investing, and more.



Episode notes

  • 2:00: Handling COVID-19 in Seattle
  • 3:58: All about Brian
  • 6:40: Introducing direct indexing
  • 17:00: Onboarding new clients
  • 22:15: Handling tracking error
  • 25:00: Direct indexing vs. ETFs
  • 28:10: Tax-loss harvesting
  • 30:00: Diversity in the industry
  • 33:25: Brian's outlook

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