Works matching IS 27716511 AND DT 2022 AND VI 13 AND IP 2

Results: 10

The Benefits of Direct Indexing for Transitioning Portfolios.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 90, doi. 10.3905/jbis.2022.1.008

By:

Cracraft, Jim;
Vemparala, Srinivas;
Kuldell, Scott;
Constable, Neil

Publication type:

Article

Optimal Tax-Loss-Harvesting Implementation.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 75, doi. 10.3905/jbis.2022.13.2.075

By:

Khang, Kevin;
Cummings, Alan;
Paradise, Tom

Publication type:

Article

Catholic Values and Direct Indexing: No Performance Penance Needed.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 117, doi. 10.3905/jbis.2022.1.006

By:

Shibly, Rafika;
Subkoviak, Andrew;
Bouchey, Paul

Publication type:

Article

Tax-Efficient Diversification of a Concentrated Portfolio through Margin and Shorting.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 101, doi. 10.3905/jbis.2022.13.2.101

By:

Goldberg, Lisa R.;
Taotao Cai;
Selwitz, Harrison

Publication type:

Article

Direct Indexing with Tax-Loss Harvesting: The Importance of Held-Away Gains.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 52, doi. 10.3905/jbis.2022.1.005

By:

Anderson, Stephen W.;
Kourtidis, Iraklis

Publication type:

Article

Beware the Bounce: Tax-Loss Harvesting during a Stock Market Crash.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 62, doi. 10.3905/jbis.2022.1.007

By:

Davis, Ben;
Tianchuan Li;
Nemtchinov, Vassilii

Publication type:

Article

The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 28, doi. 10.3905/jbis.2022.1.001

By:

Sosner, Nathan;
Gromis, Michael;
Krasner, Stanley

Publication type:

Article

Direct Indexing: Opportunities for Customization and Potential Tax Alpha.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 13, doi. 10.3905/jbis.2022.1.009

By:

Shalett, Lisa;
Hunt, Daniel;
Edwards, Steve;
Cavallo, Spencer

Publication type:

Article

Direct Indexing: A Point Solution for Global Crises.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 11, doi. 10.3905/jbis.2022.1.010

By:

Nadig, Dave

Publication type:

Article

Special Section Editor’s Introduction for 2022 Special Issue on Direct Indexing.

Published in:

Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 2, doi. 10.3905/jbis.2022.13.2.002

By:

Davis, Ben

Publication type:

Article