Timing Counts in Tax Management

How often should you harvest tax losses in a direct indexing portfolio? Not as often as you might think. Discover why less can often be more.

Where's the Opportunity for Custom Core®?

Direct indexing is a better fit for some portfolios than others. Director of investment strategy Natalie Miller helps you understand whether Custom Core is right for you.

What Is Direct Indexing?

If you’re not sure, you’re not alone. Watch this short video to learn what differentiates direct indexing from other investment vehicles, how it works, and the different ways your clients may benefit from its tax and other advantages.

Transitioning to Parametric Custom Core®

Have a client seeking an allocation to a direct indexing strategy? This short video explains the process for transitioning securities in kind to a Parametric Custom Core portfolio.

How Does Tax-Loss Harvesting Work?

Every well-diversified investor experiences losses throughout the year. But that’s not always a bad thing—if you can harvest them to your advantage. Discover one way direct indexing offers a distinct tax edge over other passive strategies.

From Active to Passive: How Investors Can Transition Tax-Efficiently

More and more investors today seek passive allocations. How can they transition a portion of their active portfolios without incurring a large capital gain realization?