The S&P 500 Economic Moat Index is designed to track high quality companies that are surrounded by so-called "economic moats" and driven by Syntax Market Share Scores based on proprietary Functional Information System data that evaluate companies by the characteristics of various product lines.
Direct indexes can outperform comparable ETFs on an aftertax expected basis. But direct index SMAs – separate subaccounts managed independently of the rest of the portfolio – are a bad way to implement them.
This thematic equity Index provides investors with access to a curated selection of publicly traded companies poised to drive the modernization of infrastructure within the United States.
Most portfolios end up with allocations to both active and passive strategies but advisors and clients alike embrace direct indexing to improve the tax and fee efficiency of the overall portfolio.
Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective.
Syntax Direct offers financial advisors a seamless front-to-back solution that covers every step of the index development process, from custom indexed portfolio creation to the immediate production of daily index files that support efficient asset management.
Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?