Unlike mutual funds and exchange-traded funds, which may pass along capital gains to investors annually due to portfolio manager decisions or the trades of other investors, Separately Managed Accounts (SMAs) give investors control over when to realize gains. This flexibility is a key benefit of tax management.
The move underscores Nuveen's conviction in the continued growth of direct indexing and multi-asset tax-managed solutions, which have been one of the fastest growing areas of the asset management industry, having risen to $864 billion in assets at the end of 2024, representing a 43% compound annual growth rate since the start of this decade.
If you're like many advisors, you're always looking for new ways to deliver greater value to your clients. Today’s investors want more than just a solid return. They want flexibility. They want tax efficiency. They want transparency. And more than anything, they want their portfolio to reflect what matters to them. That’s where AssetMark’s Direct Indexing (DI) comes in—and it's quickly becoming a powerful tool in an advisor’s toolkit.
Customization is not just a marketing buzzword. When meaningful customization is combined with meaningful capabilities, the result can significantly enhance financial performance, manage risks more effectively, and align investments with broader organizational goals.
Artificial intelligence is rapidly reshaping industries—and investment strategies along with them. In our latest case study, we show how you can use Syntax Direct℠ to design a custom index that tracks and responds to this evolving AI landscape.
As we know, innovation comes in many forms, running the gamut from societal to economic innovation. But identifying which companies truly deliver real innovation has always been a difficult process. The answer: an industry agnostic, innovation-focused index.
