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Taxes and ESG on Your Mind? Consider Direct Indexing

If investors prioritize tax loss harvesting and ESG investing, then they may want to consider direct indexing. It’s a technology slated for exponential growth in the coming years. Cerulli Associates released a report late last year, The Case for Direct Indexing: Differentiation in a Competitive Marketplace, that highlighted the expansive growth that direct indexing is [...] The post Taxes and ESG on Your Mind? Consider Direct Indexing appeared first on ETF Trends .
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