The Journal of Index Investing

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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
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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
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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
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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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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
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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
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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
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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
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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
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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

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