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Direct Indexing on the ZWP

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Written by Sarah Miller

What Is Direct Indexing

Direct Indexing allows investors to own individual stocks that replicate a broad index—like the S&P 500—rather than investing in a mutual fund or ETF. This allows greater customization, tax efficiency, and control over portfolios.

Why It Matters

Direct Indexing unlocks a level of precision and personalization that pooled vehicles can't match. It's especially valuable for high-income investors looking to:

  • Harvest Tax Losses More Frequently

  • Exclude Individual Stocks (ex: concentrated positions or ESG screens)

  • Reflect Personal Values or Goals

  • Maintain Index-Like Exposure while optimizing for after-tax returns

The Zoe Advantage

  • Daily Tax Loss Harvesting: we scan portfolios daily to capture tax savings opportunities.

  • Low Tracking Error: stay closely aligned with your benchmark index.

  • Automated & Efficient: no manual oversight required from advisors

  • Seamless Integration: built directly into our trading and rebalancing system

Rebalancing and Tax Loss Harvesting Alpha = Real Value

Leading research shows that Direct Indexing can generate ~136 bps in annual after-tax alpha, especially for high-income investors in taxable accounts. Zoe helps advisors unlock that value, without lifting a finger.

What Advisors Gain

  • Tangible Value to Clients: help clients keep more of what they earn through tax optimization.

  • Differentiation: offer institutional-grade capabilities without building in-house infrastructure.

  • Automation: save time while delivering personalization at scale.

Zoe's Direct Indexing is Ideal For

  • Tax-sensitive clients in non-qualified accounts.

  • Investors with concentrated stock exposure.

  • Socially responsible investors.

  • Having a long-term investment focus.

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