Is direct indexing good but inconvenient?The direct indexing debate rages, Ethic hits another milestone, and AQR emphasizes economic substance in this weekly updateBrent SullivanFeb 07, 2025∙ Paid2ShareGreg Kanarian’s CE-approved presentation on managing taxable investmentsEthic crosses $6 billion AUMAllan Roth: I Decided to Try Direct Indexing. Here’s What HappenedAndre Nader: Direct Indexing Experiment UpdateFrec: Direct indexing tax efficiency extends into retirement and withdrawalsAQR: Our Research into Tax-Aware Long-Short Investing: Clarifying a Few Import…Continue reading this post for free, courtesy of Brent Sullivan.Claim my free postOr purchase a paid subscription.
