Gaining Perspective Is Direct Indexing Right for Your Clients?
Jan 2, 2024
The podcast discusses the importance of tax management strategies for separately managed accounts, including tax-loss harvesting and tax-efficient portfolio rebalancing. It explores the origins of tax-efficient investing and the advantages of separately managed accounts over mutual funds and ETFs. The podcast also delves into the application of indirect indexing techniques to actively managed products and the implementation details of direct indexing in the fixed income space. It emphasizes the role of technology in managing customized accounts and highlights the potential burden of tax loss harvesting benefits on less wealthy investors. Additionally, it discusses trends in tax loss harvesting and asset allocation, including the gravitation towards manager traded separately managed accounts for maximizing tax efficiency.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
The Origins of Tax-Efficient Investing and Custom Separately Managed Accounts
03:37 • 7min
Applying Indirect Indexing Techniques to Actively Managed Products
10:24 • 4min
Direct Indexing in the Fixed Income Space
14:16 • 9min
Direct Indexing and Taxless Harvesting
23:06 • 6min
Trends in Tax Lost Harvesting and Asset Allocation
28:39 • 4min