Q&A: NDVR Explains the Downsides of Direct Indexing

At what point is it smart to use direct indexing for a client’s portfolio versus holding ETFs? According to new analysis from Dr. Stephanie Lo, chief research officer at fintech startup NDVR, there are only a few scenarios where direct indexing provides better after-tax returns for long-term portfolios. Lo spoke with VettaFi contributor Dan Mika [...] The post Q&A: NDVR Explains the Downsides of Direct Indexing appeared first on ETF Trends .