Direct Indexing Use Cases Abound | ETF Trends Direct Indexing
Direct indexing has a wide variety of use cases, including the implementation of personalized ESG strategies and tax loss harvesting.
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Direct indexing has a wide variety of use cases, including the implementation of personalized ESG strategies and tax loss harvesting.
Advisors can meet the demands of today’s more knowledgeable clients is with direct indexing. Vanguard offers Vanguard Personalized Indexing.
Direct indexing's automated scans for tax-loss harvesting opportunities allows investors to capitalize on market volatility.
Direct indexing provides investors with a deeper level of customization that isn't available through mutual funds and ETFs.
Since direct indexing is not for all investors, Vanguard lists out some scenarios in which it may be a good fit for clients.