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.
Preferred securities occupy a unique space between bonds and equities—offering income with investment-grade credit quality and tax advantages. Joseph Bozoyan, Portfolio Manager at Manulife Investment Management, manages the JHPI ETF with the flexibility to invest across institutional, retail, convertible, and European bank preferreds. He discusses the fund’s defensive utility overweight and in-house bank research capabilities, and why current market conditions create opportunities for advisors seeking quality income alternatives.
BX Partners announced the launch of 12 open-architecture portfolio models on the Nitrogen Partner Store.