Personalizing Portfolios with Direct Indexing

How Parametric Stays Ahead in Direct Indexing

Explore the past, present and future of direct indexing and how Parametric pioneered the thriving strategy.

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.

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.