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.

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.