Section
Direct Indexing
3 posts
The Return That Actually Matters: Ray Carroll on Finding Tax Alpha
Investors spend an enormous amount of time thinking about returns. They compare managers, debate fees, chase a few…
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight
Ray Carroll, Managing Director and CIO, Neuberger Berman Breton Hill Quantitative Investing, makes the case that the after-tax return is the only number that matters and explains why the industry's habit of ignoring it is costing taxable investors dearly.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Direct indexing: What exactly is it and why are so many talking about it?
by Kevin Knowles & Michael McAleer, Russell Investments The term direct indexing is somewhat of a misnomer. After…