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The Top 10 Reasons to Consider Direct Indexing

by bxpartners | Apr 14, 2023 | CIO Services, Consulting, Indexing, Videos

Are you using Direct Indexing in your organization? Watch this quick rundown of the top 10 reasons to add direct indexing to your toolbox. 1. Compared to ETF, SMA, Fund2. Control the underlyings 3. Tax Loss Management, but also control buys and sells 4. Easier to...

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The Top 10 Reasons to Consider Direct Indexing

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