The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula

Nathan Sosner; Michael Gromis; Stanley Krasner

doi:10.3905/jbis.2022.1.001

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

Nathan Sosner

is a principal at AQR Capital Management in Greenwich, CT

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Michael Gromis

is a student at Harvard Law School and formerly an associate at AQR Capital Management in Greenwich, CT

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Stanley Krasner

is an executive director at AQR Capital Management in Greenwich, CT

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The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula

Nathan Sosner, Michael Gromis, Stanley Krasner

The Journal of Beta Investment Strategies May 2022, 13 (2) 28-51; DOI: 10.3905/jbis.2022.1.001

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The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula

Nathan Sosner, Michael Gromis, Stanley Krasner

The Journal of Beta Investment Strategies May 2022, 13 (2) 28-51; DOI: 10.3905/jbis.2022.1.001

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