Works matching IS 27716511 AND DT 2024 AND VI 15 AND IP 3
Results: 9
The Direct Index Playbook for Wealth Managers.
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- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 118, doi. 10.3905/jbis.2024.1.066
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- Article
Enhancing Tax-Loss Harvesting Returns in Direct Indexing by Increasing Stock Dispersion.
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- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 108, doi. 10.3905/jbis.2024.1.065
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- Article
Long-Run Expectations for S&P 500 Direct Indexing with Tax Loss Harvesting.
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- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 81, doi. 10.3905/jbis.2024.1.067
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- Article
Why Direct Indexing Is a Tectonic Shift for Private Markets: A Guide to Direct Start-Up Investments.
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- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 66, doi. 10.3905/jbis.2024.1.064
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- Article
Levering Up to Do Good: Direct Long–Short Investing and Charitable Giving.
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- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 34, doi. 10.3905/jbis.2024.1.068
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- Article
Tax Optimization of Active Strategies: Moving beyond Direct Indexing.
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- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 20, doi. 10.3905/jbis.2024.1.070
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- Article
Special Issue Editor's Letter.
- Published in:
- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 3, doi. 10.3905/jbis.2024.15.3.003
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- Article
Editor's Letter.
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- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 1, doi. 10.3905/jbis.2024.15.3.001
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- Article
Direct Indexing Myths and Facts.
- Published in:
- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 10, doi. 10.3905/jbis.2024.1.069
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- Article