Direct indexing has rapidly evolved from a niche solution into a core allocation for many advisors navigating volatility and heightened tax sensitivity. Recent PGIM and SHOOK Research findings show advisors increasingly using direct indexing to systematically harvest losses, improve after‑tax returns, and add diversification. Rather than viewing market swings as a risk alone, advisors are leveraging volatility to demonstrate tangible value through proactive tax management. As demand grows for strategies that combine tax efficiency, customization, and consistent execution, direct indexing is becoming a foundational tool in modern, tax‑aware portfolio construction.
Explore the article for insights into how tax‑smart portfolio construction can help strengthen after‑tax outcomes.
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