Insight
With Direct Indexing, Optimization Techniques Matter
Not all approaches to portfolio optimization are created equal. Learn what makes ours stand out.
8/15/2025
5 min read
Topic
Direct Indexing
Key takeaways
- How direct indexing portfolios are managed can differ significantly by provider.
- Different approaches to optimization can have a material impact on portfolio holdings and tracking error.
- At Allspring, we believe it is important for our direct indexing portfolios to be optimized daily, accounting for both tax loss opportunities and tracking error.
Related insights
Explore the ins and outs of direct indexing, why it matters, and how it can be used to create personalized, tax-smart investment strategies.