Index One

🎉 As we close out the year, may your portfolio of joy and success see exponential growth in 2025. ❤️ Happy Holidays and a prosperous New Year from the Index One Team! #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

Tax-loss harvesting is a tax-efficient strategy where investors intentionally sell investments that have declined in value to offset gains elsewhere in their portfolio. With direct indexing, investors can easily identify and sell underperforming individual stocks to generate tax losses, helping to reduce their overall tax liability. Index One powers a number of direct indexing strategies. Check out some direct indexing strategies calculated by Index One: https://lnkd.in/efAbrBqg #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

In this edition of Index One Insights by Index One, we explore the key milestones of 2024's ETF market and highlight five emerging trends set to shape the investment landscape in 2025. Backed by insights from: ETFGI, Funds Europe, Global X ETFs, Investment Week, Investing.com, PwC, HANetf, and Trackinsight. Also in this edition: 📊 POLL: Where do you think MVO has the most impact in investment strategies? 📄 phaseinvest Momentum and Low Volatility indexes 📄 Index Spotlight ➡️ Subscribe to our bi-weekly newsletter to stay updated with current news in the index industry, insightful articles and new Index One features. Index One extends heartfelt gratitude to our readers, clients, partners, and supporters for your continued trust in our mission to democratize the indexing industry with flexible and accessible indexing tools. 🎉 We wish you a warm and joyful holidays, and a prosperous start to the New Year! #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

John Coulter, Managing Director at Trendrating, discusses why capturing price trend is crucial to develop trend capture strategies and how these strategies can complement and enhance other investment factors. Replay the webinar: https://lnkd.in/ecfBPMHP #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

Mean-Variance Optimization (MVO) utilizes expected returns and the covariance matrix, which measures how assets in a portfolio interact with one another. The goal is to identify a portfolio that either maximizes expected returns for a specific level of risk or minimizes risk for a given level of expected return. Where do you think MVO has the most impact in investment strategies? #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

Mean-Variance Optimization is a quantitative framework for portfolio construction that selects a mix of assets designed to maximizes expected return for a given level of risk or minimizes risk for a given level of expected return. 🔎 Institutional Portfolio Management: Pension funds and endowments often use Mean-Variance Optimization to design long-term investment strategies. ⚙️ Robo-Advisors: Automated platforms employ Mean-Variance Optimization to recommend portfolios tailored to individual risk preferences. 📊 Asset Allocation: Mean-Variance Optimization helps in determining the optimal mix of asset classes, such as equities, bonds, and alternatives. ➡️ Read more: https://lnkd.in/e9a_wB52 #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

I'm am please to announce that we have launched our first index. US Main Market Quality in partnership with BX Index. You can find it live priced on Index One - https://lnkd.in/gu9E8eBd. We are up 2.5% on iShares USA Quality Factor ETF this year. Jason MacQueen John Hedge

Index One calculates upwards of 50 indices for a number of money managers that provide various direct indexing strategies focused on delivering desirable results. These strategies are classified under four families: Tactical, Smart Factor Family, Alpha, and Core Family. View all indices: https://lnkd.in/efAbrBqg #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

In this edition of Index One Insights by Index One, we discuss with Mean-Variance Optimization is and its application in portfolio construction. Also in this edition: 📊 POLL: How much do you rely on sentiment data in portfolio construction? 💻 REPLAY: Enhancing Investment Outcomes Through Sentiment-Driven Index Strategies 📄 Direct Indexing Strategies for Financial Advisors: BX Partners ➡️ Subscribe to our bi-weekly newsletter to stay updated with current news in the index industry, insightful articles and new Index One features. #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing

Index One provides an automated solution for index rebalancing and corporate actions. Find out how you can rebalance your index using custom weights in one minute. Learn more: https://lnkd.in/etUiFPqs #directindexing #fintech #esg #etf #blockchain #technology #mutualfunds #indexing