Blog & News
Gerard Michael
Yes, Direct Indexes Make Sense for Investors Worth Less Than $1mm and Over $5m
We respond to a post by Brent Sullivan of The Tax Alpha Insider reporting common ...
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Gerard Michael
From Smartleaf's Knowledge Center: Direct Indexing
We share an extract from our Knowledge Center. Is managing direct indexes a lot harder ...
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Gerard Michael
Direct Indexes Are Great. Direct Index SMAs Are Bad.
Direct indexes outperform comparable ETFs on an aftertax expected basis. But direct index ...
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Gerard Michael
Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs
We compare the loss harvesting efficiency of a direct index to an equivalent ETF.
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Gerard Michael
Can Cash Management Be Automated?
Why cash management is a problem. Why direct indexing makes it worse. And how automation ...
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Gerard Michael
Direct Indexing FAQ
A Q&A on direct indexing
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Gerard Michael
The Direct Index Domino Effect
Replacing ETFs and mutual funds is only the beginning of how direct indexes will change ...
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Gerard Michael
The Direct Index Arms Race. And You.
What BlackRock’s purchase of Aperio and Morgan Stanley’s purchase of Eaton ...
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Gerard Michael
Mutual Funds and ETFs Are Dead
$0 stock commissions are another nail in the coffin of mutual funds and ETFs
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Gerard Michael
Why Not Direct Indexes?
A look at common objections to direct indexing
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