Table of Contents

Direct Indexing 2022; Volume 13,Issue 2

A

  1. Anderson, Stephen W.

    1. Direct Indexing with Tax-Loss Harvesting: The Importance of Held-Away Gains
      Stephen W. Anderson and Iraklis Kourtidis
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 52-61; DOI: https://doi.org/10.3905/jbis.2022.1.005

B

  1. Bouchey, Paul

    1. Catholic Values and Direct Indexing: No Performance Penance Needed
      Rafika Shibly, Andrew Subkoviak and Paul Bouchey
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 117-127; DOI: https://doi.org/10.3905/jbis.2022.1.006

  2. Bruce, Brian R.

    1. Editor’s Letter
      Brian R. Bruce
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 1; DOI: https://doi.org/10.3905/jbis.2022.13.2.001

C

  1. Cai, Taotao

    1. Tax-Efficient Diversification of a Concentrated Portfolio through Margin and Shorting
      Lisa R. Goldberg, Taotao Cai and Harrison Selwitz
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 101-116; DOI: https://doi.org/10.3905/jbis.2022.13.2.101

  2. Cavallo, Spencer

    1. Direct Indexing: Opportunities for Customization and Potential Tax Alpha
      Lisa Shalett, Daniel Hunt, Steve Edwards and Spencer Cavallo
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 13-27; DOI: https://doi.org/10.3905/jbis.2022.1.009

  3. Constable, Neil

    1. The Benefits of Direct Indexing for Transitioning Portfolios
      Jim Cracraft, Srinivas Vemparala, Scott Kuldell and Neil Constable
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 90-100; DOI: https://doi.org/10.3905/jbis.2022.1.008

  4. Cracraft, Jim

    1. The Benefits of Direct Indexing for Transitioning Portfolios
      Jim Cracraft, Srinivas Vemparala, Scott Kuldell and Neil Constable
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 90-100; DOI: https://doi.org/10.3905/jbis.2022.1.008

  5. Cummings, Alan

    1. Optimal Tax-Loss-Harvesting Implementation
      Kevin Khang, Alan Cummings and Tom Paradise
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 75-89; DOI: https://doi.org/10.3905/jbis.2022.13.2.075

D

  1. Davis, Ben

    1. Beware the Bounce: Tax-Loss Harvesting during a Stock Market Crash
      Ben Davis, Tianchuan Li and Vassilii Nemtchinov
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 62-74; DOI: https://doi.org/10.3905/jbis.2022.1.007
    2. Special Section Editor’s Introduction for 2022 Special Issue on Direct Indexing
      Ben Davis
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 2-6; DOI: https://doi.org/10.3905/jbis.2022.13.2.002

E

  1. Edwards, Steve

    1. Direct Indexing: Opportunities for Customization and Potential Tax Alpha
      Lisa Shalett, Daniel Hunt, Steve Edwards and Spencer Cavallo
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 13-27; DOI: https://doi.org/10.3905/jbis.2022.1.009

G

  1. Goldberg, Lisa R.

    1. Tax-Efficient Diversification of a Concentrated Portfolio through Margin and Shorting
      Lisa R. Goldberg, Taotao Cai and Harrison Selwitz
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 101-116; DOI: https://doi.org/10.3905/jbis.2022.13.2.101

  2. Gromis, Michael

    1. The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula
      Nathan Sosner, Michael Gromis and Stanley Krasner
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 28-51; DOI: https://doi.org/10.3905/jbis.2022.1.001

H

  1. Hunt, Daniel

    1. Direct Indexing: Opportunities for Customization and Potential Tax Alpha
      Lisa Shalett, Daniel Hunt, Steve Edwards and Spencer Cavallo
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 13-27; DOI: https://doi.org/10.3905/jbis.2022.1.009

K

  1. Khang, Kevin

    1. Optimal Tax-Loss-Harvesting Implementation
      Kevin Khang, Alan Cummings and Tom Paradise
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 75-89; DOI: https://doi.org/10.3905/jbis.2022.13.2.075

  2. Kourtidis, Iraklis

    1. Direct Indexing with Tax-Loss Harvesting: The Importance of Held-Away Gains
      Stephen W. Anderson and Iraklis Kourtidis
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 52-61; DOI: https://doi.org/10.3905/jbis.2022.1.005

  3. Krasner, Stanley

    1. The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula
      Nathan Sosner, Michael Gromis and Stanley Krasner
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 28-51; DOI: https://doi.org/10.3905/jbis.2022.1.001

  4. Kuldell, Scott

    1. The Benefits of Direct Indexing for Transitioning Portfolios
      Jim Cracraft, Srinivas Vemparala, Scott Kuldell and Neil Constable
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 90-100; DOI: https://doi.org/10.3905/jbis.2022.1.008

L

  1. Li, Tianchuan

    1. Beware the Bounce: Tax-Loss Harvesting during a Stock Market Crash
      Ben Davis, Tianchuan Li and Vassilii Nemtchinov
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 62-74; DOI: https://doi.org/10.3905/jbis.2022.1.007

N

  1. Nadig, Dave

    1. COMMENTARY: Direct Indexing: A Point Solution for Global Crises
      Dave Nadig
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 11-12; DOI: https://doi.org/10.3905/jbis.2022.1.010

  2. Nemtchinov, Vassilii

    1. Beware the Bounce: Tax-Loss Harvesting during a Stock Market Crash
      Ben Davis, Tianchuan Li and Vassilii Nemtchinov
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 62-74; DOI: https://doi.org/10.3905/jbis.2022.1.007

P

  1. Paradise, Tom

    1. Optimal Tax-Loss-Harvesting Implementation
      Kevin Khang, Alan Cummings and Tom Paradise
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 75-89; DOI: https://doi.org/10.3905/jbis.2022.13.2.075

S

  1. Selwitz, Harrison

    1. Tax-Efficient Diversification of a Concentrated Portfolio through Margin and Shorting
      Lisa R. Goldberg, Taotao Cai and Harrison Selwitz
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 101-116; DOI: https://doi.org/10.3905/jbis.2022.13.2.101

  2. Shalett, Lisa

    1. Direct Indexing: Opportunities for Customization and Potential Tax Alpha
      Lisa Shalett, Daniel Hunt, Steve Edwards and Spencer Cavallo
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 13-27; DOI: https://doi.org/10.3905/jbis.2022.1.009

  3. Shibly, Rafika

    1. Catholic Values and Direct Indexing: No Performance Penance Needed
      Rafika Shibly, Andrew Subkoviak and Paul Bouchey
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 117-127; DOI: https://doi.org/10.3905/jbis.2022.1.006

  4. Sosner, Nathan

    1. The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula
      Nathan Sosner, Michael Gromis and Stanley Krasner
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 28-51; DOI: https://doi.org/10.3905/jbis.2022.1.001

  5. Subkoviak, Andrew

    1. Catholic Values and Direct Indexing: No Performance Penance Needed
      Rafika Shibly, Andrew Subkoviak and Paul Bouchey
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 117-127; DOI: https://doi.org/10.3905/jbis.2022.1.006

V

  1. Vemparala, Srinivas

    1. The Benefits of Direct Indexing for Transitioning Portfolios
      Jim Cracraft, Srinivas Vemparala, Scott Kuldell and Neil Constable
      The Journal of Beta Investment Strategies Direct Indexing 2022, 13 (2) 90-100; DOI: https://doi.org/10.3905/jbis.2022.1.008
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