How did you decide between “direct indexing” vs. ETF for the equity ...

I am not a CEO. But, the asserted benefit is that, compared to index-tracking ETFs, direct indexing with year-round tax loss harvesting delivers ...

Direct Indexing vs. ETFs: Myth Busting

Direct indexing can now serve a population of investors that is growing faster than ever. ETFs were one of the greatest financial inventions ...

Direct indexing versus ETFs and mutual funds - Vanguard Advisors

Our researchers suggest that pairing active equity funds and ETFs (or other tax-inefficient investments) with direct indexing with daily tax- ...

Direct Indexing: What It Is and Its Benefits | Morgan Stanley

So, why not simply invest in a mutual fund or ETF that passively tracks your index of choice? With direct indexing, you have access to potential tax savings ...

Transitioning from an ETF to Direct Indexing? Bad Idea. -

Costs of Direct Indexing vs. ETFs · Upfront Transition Cost: Transition costs are the capital gains taxes that result from liquidating one ...

What Is Direct Indexing? How It Works, Benefits, and Downsides

Direct indexing can provide greater autonomy, control, and tax advantages to certain investors over owning an index mutual fund or an index exchange-traded fund ...

Is Direct Indexing Right for You? - Charles Schwab

Given that direct indexing costs may be higher than traditional index funds or ETFs, you'll want to be sure the features of direct indexing ...

What Is Direct Indexing? - Parametric Portfolio Associates

For example, unlike an ETF, direct indexing allows investors to customize their portfolios to actively harvest capital losses from individual ...

Direct Indexing: What Is It and Who Should Invest? - ETF.com

Complexity versus simplicity: Direct indexing involves the selection, monitoring, and management of individual stocks. By comparison, investing in ETFs is ...

What Is Direct Indexing? - Buy Side from WSJ

When you buy an index ETF or mutual fund, you get what you get. ... As you can tell, direct indexing has a lot of moving parts. That's a ...

Finance 101: Direct Indexing vs. Active Portfolio Management

Direct indexing is an investment strategy where investors replicate the performance of a market index, such as the S&P 500, by directly owning the underlying ...

Direct Indexing and Tax Benefits: Do the Math Before Buying | Aperio

The benefits of losses materialize only when coupled with gains, so a first measure of whether direct indexing might be the appropriate choice is the ...

Direct Indexing: Five Questions to Ask - Rethinking65

... of index ETFS or mutual funds may be a better fit. So, how do you decide if direct indexing can add value for your clients? Start by asking ...

Direct Indexing FAQ - SAM - Smartleaf Asset Management

In contrast, with direct indexing, you could choose to sell just a few large caps stocks — those with little or no gain — and buy just a few mid cap stocks.

Direct indexing can help you avoid taxes like the 1%. Here's how.

Direct indexing is more expensive than an ETF because it's “a little more personalized, but managers aren't spending whole days managing it like ...

'Direct Indexing' vs. ETFs: How They Match Up - WSJ

Most of direct indexing's alleged advantages can be duplicated by ETFs at lower cost. Take the ability to customize an index. Anybody could ...

Direct Indexing: How It Works, Benefits, and Drawbacks - Long Angle

With direct indexing, each investor can select unique and precise parameters on the stocks they want to include or exclude from their portfolio. What can you ...

Direct Indexing Worth It? - Bogleheads.org

Re: Direct Indexing Worth It? ... Some important questions: Do you live in CA or NY (e.g. high tax state) in a high federal and state tax bracket?

The Direct Indexing Handbook - Frec

When you switch to direct indexing instead of buying into ETFs, you'll start harvesting tax losses — on top of whatever performance you get from ...

Allan Roth: Is Direct Indexing Better Than ETFs? | etf.com

First, direct indexing has tax advantages. In most years, the stock market goes up, so one can't tax-loss harvest with the ETF. But even in ...