The error of tracking error: Why active indexing makes sense

D Du, C Overway - The Journal of Index Investing, 2021 - pm-research.com
Direct indexing is an excellent tool for improving after-tax returns for taxable clients.
However, the predominant approach to doing this, where tracking error is minimized and …

The Influence of the Role of Levers of Control on Various Company Jenisa in the Era of the Industrial Revolution 4.0

L Nurlela - International Journal Management Science and … - ejournal.upi.edu
Apart from providing many benefits, the Industrial Revolution 4.0 has also provided its own
challenges for various types of corporate industries. One of the challenges faced by industry …

Direct indexing on portfolio returns: evidence from tax loss harvesting practices: exploring the tax alpha opportunities of direct indexing

G Tolesani - 2023 - bibliotecadigital.fgv.br
This paper aims to analyze the portfolio return characteristics of investing in an index
through direct indexing and to measure the potential tax alpha derived from this investment …