What Is Tax-Aware Long-Short For?

Capital losses. Lots of them.

Tax Alpha Weekly

1. Aperio: Indexed ETFs vs. Indexed Separately Managed

   Accounts: A User’s Guide

2. Vanguard: When Is Direct Indexing Right For Your Clients?

3. AQR: Combining VPFs and Tax-Aware Strategies to Diversify Low-Basis Stock [Currently #3 on SSRN’s Top Downloads For Tax Law & Policy]

4. The Tax Alpha Insider: Is Direct Indexing Active Management?

Leader: What I…