Taxes and ESG on Your Mind? Consider Direct Indexing
May 24, 2023 at 08:00 AM EDT
If investors prioritize tax loss harvesting and ESG investing, then they may want to consider direct indexing. It’s a technology slated for exponential growth in the coming years. Cerulli Associates released a report late last year, The Case for Direct Indexing: Differentiation in a Competitive Marketplace, that highlighted the expansive growth that direct indexing is [...] The post Taxes and ESG on Your Mind? Consider Direct Indexing appeared first on ETF Trends .