A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying securities rather than using an ETF or Mutual Fund. This has opened up opportunities to potentially improve after tax returns and to customize index-based portfolios for each investor’s needs.

In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope. O’Shaughnessy’s custom indexing platform has expanded the potential of direct indexing by layering a series of features on top of it to allow investors to build custom portfolios to fir their individual needs.

The three big things you will learn in this episode are:

-What Direct Indexing is and how it works in the real world

-The details of how direct indexing strategies are managed to produce tax alpha

-The other customization factors available to investors through custom indexing strategies and the pros and cons of them

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