New Research on Tax-Advantaged Direct Indexing

As investors increasingly seek out more personalized options, many advisors are seeing direct indexing grow in popularity. Direct indexing is a type of separately managed account or SMA, where investors can express their personal values and tax preferences. The personalization and flexibility afforded by an SMA allows advisors the flexibility to manage each client’s tax situation and reflect their values. Dimensional Fund Advisors recently conducted research into the tax management benefits of an SMA. It found that a multifaceted tax management approach that goes beyond tax loss harvesting and considers tax implications at every step of the investing process can lead to more significant, longer-term gains. Here from Dimensional to discuss further is Kaitlin Hendrix, senior researcher and vice president.

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To learn more about Dimensional’s Separately Managed Account offering: https://www.dimensional.com/us-en/smas

To learn more about Dimensional’s research into multifaceted tax management within SMAs: https://www.dimensional.com/us-en/insights/dimensionals-multifaceted-tax-management-of-smas

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