Direct indexing portfolios tracking the S&P 500 typically hold 300 to 400 positions, which are managed at the lot level to allow managers to target the most tax-efficient lots first.

Authors

• Person: Not available Organization: Parametric Portfolio
  Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade

Sources

• Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade www.parametricportfolio.com Parametric Portfolio via serper

Referenced by nodes (1)

• direct indexing concept