Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
Financial advisors have been cobbling together third-party tools and spreadsheets to capture tax alpha for years. SS&C ALPS Advisors and SS&C Black Diamond Wealth Solutions spent five years building a different approach—a tax-aware optimization engine that lives inside the Rebalancer advisors already use. Alex Hagmeyer, Co-CIO at SS&C ALPS Advisors, explains how the platform handles household-level transitions, active tax management, and proposal generation without forcing advisors into manual tax-lot analysis.
For the first time in at least three decades, geopolitical risks are triggering a jump in mining stocks rather than a sell-off.