Direct indexing strategies enable more opportunities for tax-loss harvesting because losses can be realized at the individual security level rather than the vehicle level.

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 (2)

• direct indexing concept
• tax-loss harvesting concept