Tag: Direct Indexing

Personal Finance
The Direct Indexing Paradigm: Tax-Loss Harvesting, Custom Factor Tilting, and Wealth Preservation for Affluent Portfolios

The Direct Indexing Paradigm: Tax-Loss Harvesting, Custom Factor Tilting, and Wealth Preservation for Affluent Portfolios

An institutional analysis of direct indexing architecture, exploring how algorithmic constituent-level tax-loss harvesti...