Amplify your market returns & tax savings
Long short direct indexing—a strategy exclusively
offered by hedge funds now available to everyone.
Amplified returns & tax savings
Get potential excess returns from factor tilting and up to 8.49%1 on top of your market returns from your tax savings.
Low minimums
Get started with as low as $100k, compared to $1m minimums with hedge funds.
No human advisor needed
Save 1% on advisor fees and have all of the visibility and control over your portfolio.
How does long short direct indexing work?
Tilt your portfolio,
harvest more losses
With a long short direct index, you express a point of view by choosing a factor tilt. This could lead to potential excess returns if the factor outperforms the market, while still tracking your benchmark index.
Long short vs Classic direct indexing
How does long short direct indexing differ from classic, long-only direct indexing?
Long short direct indexing
Classic direct indexing
Tax losses harvested
as a % of your initial investment over 10 years2
130%-337%
Up to 40%
Pre-tax alpha
Annual fee
0.50%-1.30%
plus 0.30%-0.86% post-tax financing costs*
0.09%-0.35%
Minimum investment
$100k-$500k
$20k-$50k
Available now
Russell 1000 Long short
140/40 leverage
Minimum investment
$100kAnnual fee
0.50%
+ 0.30% post-tax financing cost
Historical harvest rate
S&P 500® Long short
140/40 leverage
Minimum investment
$100kAnnual fee
0.50%
+ 0.30% post-tax financing cost
Historical harvest rate
