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
140/40 Russell 1000
Compare to IWB, but with a factor tilt and tax savings
Minimum investment
$100kAnnual fee
0.50%
+ 0.30% post-tax financing cost
5Y historical harvest rate
200/100 Russell 1000
Compare to IWB, but with a factor tilt and tax savings
Minimum investment
$500kAnnual fee
1.00%
+ 0.57% post-tax financing cost
5Y historical harvest rate
250/150 Russell 1000
Compare to IWB, but with a factor tilt and tax savings
Minimum investment
$500kAnnual fee
1.30%
+ 0.86% post-tax financing cost
5Y historical harvest rate
