Unlocking Tax Alpha with Direct Indexing

In this webcast, experts will discuss how advisors can harness direct indexing for tax-efficient portfolio management. They will cover best ways to combine tailored portfolio construction with tax management to capture ongoing market-driven opportunities for loss harvesting, how tax alpha and the benefits of portable losses to help defer and offset gains elsewhere within clients’ portfolios, and best ways to recognize the various applications of direct indexing and the ability to implement this customizable yet scalable solution.