Insight
Remi Case Study: Mutual Fund Transition
Challenged by clients seeking to transition away from a long-held mutual fund? Learn how Direct Indexing offers a compelling solution.
![An up-close view of a circuit board, set in blue lighting. An up-close view of a circuit board, set in blue lighting.](/globalassets/assets/insights/hero/insight-remi-case-study-mutual-fund-transition-725x385.jpg)
8/9/2023
4 min read
Topic
Tax Management
Key takeaways
- Many investors are seeking to transition away from a long-held mutual fund.
- Direct indexing can offer a way to potentially enhance after-tax returns, personalize exposures, and reduce costs.
- By transitioning to a direct indexing solution, investors may significantly increase tax savings on an ongoing basis.