Direct indexing portfolios can systematically increase total after-tax returns by harvesting losses when available and deferring gains by holding onto the most appreciated lots.

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