Insight
With Direct Indexing, Optimization Techniques Matter
Not all approaches to portfolio optimization are created equal. Learn what makes ours stand out.
2/21/2024
5 min read
Topic
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.