Direct Indexing Dynamics: Thriving in Market Volatility
A Podcast Conversation featuring Peter Cadaret and Brian Jacobs
In this episode of Let's Talk Future™, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors address tax harvesting. Their conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility.
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