Table of Contents

Direct Indexing 2022; Volume 13,Issue 2

Editor’s Letter

  • 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

Special Section Editor’s Introduction for 2022 Special Issue on Direct Indexing

COMMENTARY: Direct Indexing: A Point Solution for Global Crises

Direct Indexing: Opportunities for Customization and Potential Tax Alpha

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

Direct Indexing with Tax-Loss Harvesting: The Importance of Held-Away Gains

Beware the Bounce: Tax-Loss Harvesting during a Stock Market Crash

Optimal Tax-Loss-Harvesting Implementation

  • 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

The Benefits of Direct Indexing for Transitioning Portfolios

Tax-Efficient Diversification of a Concentrated Portfolio through Margin and Shorting

Catholic Values and Direct Indexing: No Performance Penance Needed

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