When does Tax-Loss Harvesting with Direct Indexing Work?

Investing directly in the stocks underlying an index through separately-managed accounts opens up numerous benefits unavailable through pooled vehicles such as ETFs or mutual funds.  Of these, perhaps the most noteworthy benefit available to taxable investors is the potential for increasing your after-tax return through tax-loss harvesting. In…

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Direct Indexing: Not just for Institutions Anymore

Direct Indexing is gaining traction as an attractive equity investment alternative to many different types of investors, beyond the traditional large institutional class. Direct Indexing is simple, cost-efficient and offers exceptional flexibility compared to ETFs. What’s Direct Indexing? Here is how I see it, in a nutshell: The investor gains…

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Worried about market volatility? Watch this TV show from 1987

If you're watching CNBC, Bloomberg TV, reading Barrons or the Wall Street Journal or even just cruising Google or listening to the pundits anywhere else this past volatile week, you'll know that this last round of sudden volatility is mostly being written off as a "much needed market correction" in an ongoing Bull Market. Unlike the recent few…

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Optimal at the 6th Annual ETF Conference

The growth of factor investing in the institutional investor space continues. Optimal Asset Management recently returned from a great trip to Toronto and Montreal. Our CEO, Vijay Vaidyanathan, spoke on panel at the 6th Annual ETF Conference for Institutional Portfolio Managers and Traders hosted by TMX, the leading Canadian index provider and home…

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Investment Waves

The Great Wave of Kanagawa is Hokusai’s most famous work, one of the Thirty Six Views of Mount Fuji. It depicts an enormous wave threatening boats off the coast of the prefecture of Kanagawa. The dramatic visual has, over the past 200 years, found its way onto coffee cups, mousepads and T-shirts as well as on the walls of museums and collectors…

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