Category: Direct indexing

2 posts categorized as "Direct indexing"

Direct Disruption

May 14, 2019

Content Provided by Shana Sissel, CAIA – Portfolio Manager Change is coming to the ETF marketplace. ETFs once seemed unstoppable as industry trends evolved from closed-end products to mutual funds to ETFs. But the evolution isn’t over yet. Now, while the industry continues to rake in an impressive $1 billion each day, some ETF players…

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About CLS's Tax-Managed Models

May 10, 2019

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