What Is Covered Call Writing?

Parametric Perspective: Tapping Into the Technology of Direct Indexing

Learn how direct indexing uses technology to help build, evaluate and manage customized portfolios for each investor’s unique needs.

How to Measure the Success of Direct Indexing Portfolios

Are your clients’ direct indexing accounts meeting the mark? Read how benchmarks, taxes and long-term plans all play a factor in evaluating success.

Three Ways that Direct Indexing Can Help Diversify Beyond the S&P 500

Here’s why we think an investor might choose an index other than the S&P 500 to diversify in a tax efficient way.