Direct Indexing

The Ethic Playbook

Direct Indexing

Direct Indexing

Direct indexing is an investing strategy that has been around for over 30 years. But why is it picking up speed for investors now?

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Proxy Voting

One powerful tool for creating impact is proxy voting. Relationship manager Morgan du Plessix explains why now is a particularly exciting time to vote proxy.

Why We Opt for SMAs

Why We Opt for SMAs

Why opt for an SMA vs. investing in an ETF? It comes down to offering a personalized investing experience, one that’s aligned with an investors’ values.

DAFs

Donor-advised Funds (DAFs) are a popular charitable gifting vehicle, and a great way to balance fiscal and charitable goals.

Sustainability and Tax Loss Harvesting

Sustainability and Tax Loss Harvesting

How can a personalized direct indexing strategy can support investors' overall tax planning while also maintaining focus on their impact goals?