BasisRoute my position

Goldman Sachs Asset Management

Direct Indexing (Tax-Advantaged Core)

Open

Claim this listingManager's website
Assets
$260B+ superv.
Fee a year
Not disclosed
Minimum
Not disclosed
Tracking error
Not disclosed
Accounts
68,000
Open to
Anyone
Lock-up
None
Holdings
Not disclosed
Benchmark
Not disclosed
Custodians
Not disclosed
Access
Through an advisor
Launched
1999
Assets, in detail
As of 2025-12. $260B+ in direct indexing assets under supervision and 68K+ SMAs (a floor, 2025-12-31), GSAM direct indexing page. AUS includes assets for which GSAM does not have full discretion. GSAM's 2025-05-29 release gives $191B in direct indexing AUS inside $411B of SMA AUS (2024-12-31), so this series is direct indexing, not all SMAs. No later figure is published.
Fee schedule
Not published.
Tracking error, method
Not disclosed.

Assets over time

$0$100B$200B$300B2024-032025-122024-03: $170B. GSAM direct indexing AUS, $170B+ (page capture)2024-12: $191B. GSAM direct indexing AUS (press release)2025-06: $220B. GSAM direct indexing AUS, $220B+ (page capture)2025-09: $250B. GSAM tax-advantaged strategies page, AUS $250B+2025-12: $260B. GSAM direct indexing AUS, $260B+$260B

Sources

Checked 2026-10. Confidence: medium.

Where to get it

The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.

No access provider in our data names this product yet.

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