With Direct Indexing, Optimization Techniques Matter

Not all approaches to portfolio optimization are created equal. Learn what makes ours stand out.

A bridge with lights.


5 min read


Tax Management

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.