Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying securities rather than using an ETF or Mutual Fund. This has opened up opportunities to potentially improve after tax returns and to customize index-based portfolios for each investor’s needs.
In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope. O’Shaughnessy’s custom indexing platform has expanded the potential of direct indexing by layering a series of features on top of it to allow investors to build custom portfolios to fir their individual needs.
The three big things you will learn in this episode are:
-What Direct Indexing is and how it works in the real world
-The details of how direct indexing strategies are managed to produce tax alpha
-The other customization factors available to investors through custom indexing strategies and the pros and cons of them
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