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Direct Indexing
The short answer
A portfolio approach where an investor owns individual securities to replicate an index, allowing tax management and customisation.
What is Direct Indexing?
A portfolio approach where an investor owns individual securities to replicate an index, allowing tax management and customisation.
About this page. Written by Associate Professor Charles Lo, CPA, PhD. Checked against reliable sources before publication. No ads and no paywall. Editorial standards · How we fact check · Corrections log · Report an error
Educational information only. Nothing on this page is personal financial, tax or legal advice. Investing involves risk, including the possible loss of principal.
