The value of direct indexing in enhancing overall after-tax returns has been well established.
But where does direct indexing fit in an investor's portfolio? In this paper, we demonstrate …

This article sets forth a practical framework for incorporating tax management into long-only
factor investing and assessing the impact on tax efficiency and pre-tax returns. The …

There is strong demand for sustainable investing in direct indexing strategies. We examine
implications of disagreement about environmental, social, and governance (ESG) ratings for …