Direct indexing is a strategy where an investor owns many of the individual securities in a broad equity market, allowing a manager to harvest losses on individual stocks even when the overall index is not down.

Authors

• Person: Not available Organization: Goldman Sachs
  Tax-Loss Harvesting Strategies: How They Work

Sources

• Tax-Loss Harvesting Strategies: How They Work am.gs.com Goldman Sachs via serper

Referenced by nodes (2)

• direct indexing concept
• tax-loss harvesting concept