Offer personalization, tax management, and values-based customization.
Why Direct Indexing?
Direct indexing is a method of investing in indexes in which individual stocks are purchased at the same weights as the index. Purchasing individual stocks provides the opportunity for portfolio personalization and more favorable tax advantages, as opposed to a mutual fund or ETF.
and specific market
individual security and
techniques like tax-loss
EQM Direct Index Solutions
Benefit from EQM Indexes research and knowledge with these innovative direct indexing solutions, featuring thematic market segments.
EQM Battery Tech & EV Index
An index designed to give exposure to US-traded companies associated with the development, production and use of lithium battery technology for electric vehicles and clean energy solutions.
EQM Commodity Equity Dividend Income Index
An index designed to generate high income from dividends, special dividends, and share repurchases derived from US-traded global equity positions in commodity related industries.
EQM Emerging Markets China Lite Index
An index designed to give exposure to US-traded emerging market companies, similar to the Texas Pension Fund approach halving exposure to China.
EQM-Emerita Blockchain Defi Index
An index designed to provide exposure to US-traded global companies deriving revenue or investing in the blockchain and decentralized finance ecosystem or blockchain-enabled applications.
EQM Sun Energy Index
An index designed to give exposure to
US-traded companies deriving revenue
from solar-related business operations,
manufacturing and production.
EQM Direct Indexing Solutions are offered through:
SMArtX Advisory Solutions
SMArtX is a pioneering managed accounts technology platform and architect of the SMArtX turnkey asset management platform (TAMP).
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