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Tag Archives: tax-loss harvesting

Jul 8, 2025

An Index-Based Approach to Tax-Advantaged Long/Short

What’s the role of indices in long/short tax-advantaged strategies? Brooklyn Investment Group’s Erkko Etula joins S&P DJI’s Brandon Hass and Rupert Watts to explore how indices like the S&P 500 130/30 Quality Index are helping address concentration risk and demand for customization inclusive of long-term tax objectives via transparent design.

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May 28, 2025

Direct Indexing: Customization, Transparency and Control

How can S&P DJI indices be used with direct indexing? Direct indexing is helping reshape the future of investing, enabling customized solutions that go beyond traditional passive strategies. With hundreds of thousands of our indices available for direct indexing, the possibility for customization is extensive. 

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