Custom Indexing

Long-short strategies could offer larger and more consistent tax benefits compared to long-only direct indexing.

Direct indexing is a tax-aware solution with broad applications. This article addresses the most common objections and misconceptions we hear from advisors.

Roger Paradiso, Head of Custom Client Solutions, explores how Canvas represents the evolving needs of the "portfolio of the future." It empowers advisors to deliver exceptional results for their clients, aiming to provide advisors a single, intuitive portfolio management system to manage their entire client base, eliminating the need for multiple software platforms and complex workflows.