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Direct indexing
Separately managed accounts that own an index's stocks and sell losing lots for tax losses.
How this strategy works, and the tax rules behind it →Products
14
Providers
14
Median fee
0.30%
Median minimum
$60K
Assets tracked
$897B
8 of 14 products disclose
Click a column to sort · ≈ estimated by Basis
| # | Provider | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Asset ManagementDirect Indexing (Tax-Advantaged Core) | $260B+superv. | 68,000 | Not disclosed | Not disclosed | Not disclosed | Advisor | Open |
| 2 | Parametric (Morgan Stanley)Custom Core | $254B | 126,000 | 0.35%–0.40% | $250K | Not disclosed | Advisor | Open |
| 3 | Aperio (BlackRock)Tax-Managed Equity SMA | $175B | 33,000 | 0.40% | Not disclosed | Not disclosed | Advisor | Open |
| 4 | Northern Trust Asset ManagementDirect Indexing (Tax-Advantaged Equity) | $149B | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Advisor | Open |
| 5 | Franklin Templeton (Canvas)Canvas Custom Indexing | $30.3B | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Advisor | Open |
| 6 | VanguardVanguard Personalized Indexing | $11.4B | 4,085 | 0.13%–0.20% | $250K | Not disclosed | Advisor | Open |
| 7 | EthicValues-Based Direct Indexing | $10.1Bfirm-wide | 3,505 | 0.40% | Not disclosed | Not disclosed | Advisor | Open |
| 8 | Natixis (Active Index Advisors)AIA Direct Indexing SMAs | $8B+ | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Advisor | Open |
| 9 | FidelityManaged FidFolios | Not disclosed | Not disclosed | 0.40% | $5K | Not disclosed | Direct | Open |
| 10 | FrecDirect Indexing (Classic) | Not disclosed | Not disclosed | 0.09%–0.35% | $20K | Not disclosed | Direct | Open |
| 11 | J.P. Morgan (55ip)Tax-Smart Direct Indexing | Not disclosed | Not disclosed | 0.10%–0.23% | $250K | Not disclosed | Advisor | Open |
| 12 | Public.comDirect Indexing | Not disclosed | Not disclosed | 0.19% | $1K | Not disclosed | Direct | Open |
| 13 | SchwabSchwab Personalized Indexing | Not disclosed | Not disclosed | 0.35%–0.40% | $100K | Not disclosed | Direct | Open |
| 14 | WealthfrontS&P 500 Direct | Not disclosed | Not disclosed | 0.09% | $5K | 0.63%realized | Direct | Open |