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Direct Indexing
Direct-Indexing, involves replicating the individual stocks in an index to allow for customization and tax efficiency while closely mirroring performance.
Tax-Loss Harvesting
In direct indexing, tax loss harvesting entails selling underperforming stocks for a loss optimizing after-tax returns.
Holistic Portfolio Construction
Direct indexing creates a customized investment strategy, aligning assets with individual goals while optimizing tax outcomes via holistic portfolio construction
Values Based Investing
Direct indexing in values-based investing (ESG) customizes holdings to reflect ethical principles while preserving tax advantages.
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