Insight
Remi Case Study: Mutual Fund Transition
Challenged by clients seeking to transition away from a long-held mutual fund? Learn how Direct Indexing offers a compelling solution.
8/9/2023
4 min read
Topic
Tax Management
Key takeaways
- Many investors are seeking to transition away from a long-held mutual fund.
- Direct indexing can offer a way to potentially enhance after-tax returns, personalize exposures, and reduce costs.
- By transitioning to a direct indexing solution, investors may significantly increase tax savings on an ongoing basis.
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