File Outline Insight

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.

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.
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