Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The History of Direct Indexing
01:56 • 3min
The Difference Between Direct Indexing and Custom Indexing
05:13 • 2min
Canvas: A Successful Quantitative Asset Management Firm
07:00 • 2min
The Origins of the S&P 500 Research Partners Program
09:18 • 5min
How Much Tax Alpha Can You Generate?
13:54 • 2min
How to Measure Tax Alpha
16:05 • 6min
How Custom Indexing Can Help You Manage Expectations
21:35 • 5min
How to Reduce Tracking Error in Your Portfolio
27:04 • 2min
How to Generate Tax Alpha
29:24 • 5min
The Benefits of Custom Indexing for Investors
34:46 • 5min
The Psychology of Passive Investment
39:16 • 2min
The Importance of ESG for Retail Investors
41:31 • 2min
The Volatility of the Market
43:50 • 6min