Direct indexing allows an investor to own individual securities within an index in a separately managed account, rather than owning an ETF or mutual fund that tracks the index.

Authors

• Person: Not available Organization: J.P. Morgan Asset Management
  Continuous tax-loss harvesting yields more potential for tax savings

Sources

• Continuous tax-loss harvesting yields more potential for tax savings am.jpmorgan.com J.P. Morgan Asset Management via serper

Referenced by nodes (1)

• direct indexing concept