A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

Season 1 Episode 198

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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