Direct Indexing to Achieve Tax Alpha and Efficiency

The vast majority of active portfolio and fund managers have trouble beating the benchmarks that their funds are compared to. Whether the challenge of picking stocks is due to broad market cycles, the growth of ETFs or other factors, stock selection continues to have massive implications for investors’ financial health. In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses how a direct indexing investment strategy can help create a custom portfolio, while optimizing for tax efficiency and other factors.

In this episode, you will learn:

• A history of portfolio management from individual stocks, to mutual funds, to ETF’s, to Direct Indexing.
• The benefits of implementing a direct indexing strategy.
• About tax outperformance, strategy replication, ESG screens, strategy replication and transition management.
• How to deal with low-cost basis securities in your portfolio.
• And more!

Resources:
Episode Transcript & Blog | Bautis Financial: (862) 205-5000