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Direct indexing : opportunities for customization and potential tax alpha

Lisa Shalett, Daniel Hunt, Steve Edwards, and Spencer Cavallo
Year of publication:
2022
Authors: Shalett, Lisa ; Hunt, Daniel ; Edwards, Steve ; Cavallo, Spencer
Published in:
The journal of beta investment strategies. - London : Portfolio Management Research, With Intelligence Ltd., ISSN 2771-6511, ZDB-ID 3158164-X. - Vol. 13.2022, 2, p. 13-27
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