Simon S.’s Post

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Founder SAS Research Technology

The key is the structure and composition of stocks within an ETF plus its return profile - consider DIRECT INDEX portfolios as the best alternative - reach out or DM me if you would like to learn more

Fee cuts fail to make significant impact on European ETF flows

Fee cuts fail to make significant impact on European ETF flows

ft.com

Arun Soni

co-founder @ phaseinvest | taking index investing to new heights

6mo

Simon S. you are absolutely spot on the mark! Direct indexing delivers a return uplift from tax-loss harvesting (TLH) and allows customisation of the index that can be a completely reimagined index because so many ETFs track indexes that were conceived as benchmarks and not for efficient extraction of the specific risk premia.

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