The Journal of Index Investing

Latest Articles

Article Type

You have access
Combining Value and Profitability Factors to Improve Performance
Andrew L. Berkin and Larry E. Swedroe

The Journal of Beta Investment Strategies Index Innovations 2022, jbis.2022.1.002; DOI: https://doi.org/10.3905/jbis.2022.1.002
You have access
COMMENTARY: Direct Indexing: A Point Solution for Global Crises
Dave Nadig

The Journal of Beta Investment Strategies Direct Indexing 2022, jbis.2022.1.010; DOI: https://doi.org/10.3905/jbis.2022.1.010
You have access
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, jbis.2022.1.009; DOI: https://doi.org/10.3905/jbis.2022.1.009
You have access
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, jbis.2022.1.008; DOI: https://doi.org/10.3905/jbis.2022.1.008
You have access
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, jbis.2022.1.007; DOI: https://doi.org/10.3905/jbis.2022.1.007
You have access
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, jbis.2022.1.006; DOI: https://doi.org/10.3905/jbis.2022.1.006
You have access
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, jbis.2022.1.005; DOI: https://doi.org/10.3905/jbis.2022.1.005
You have access
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, jbis.2022.1.001; DOI: https://doi.org/10.3905/jbis.2022.1.001
You have access
ETN Closures: An Empirical Analysis
Nazli Sila Alan, John B. McDermott and Michael Puleo

The Journal of Beta Investment Strategies Index Innovations 2022, jbis.2022.1.003; DOI: https://doi.org/10.3905/jbis.2022.1.003
You have access
Evaluating the Cost of Managing Real Estate Mutual Funds
D. K. Malhotra

The Journal of Beta Investment Strategies Index Innovations 2022, jbis.2022.1.004; DOI: https://doi.org/10.3905/jbis.2022.1.004

Main menu

User menu

Search

The Journal of Index Investing

Latest Articles

Pages

MORE FROM PMR

INFORMATION FOR

GET INVOLVED

Main menu

User menu

Search

Latest Articles

Pages

Stay Connected