<p>Direct Indexing</p>

Direct Indexing

Unlock the Future of Investing with Direct Indexing using GEM’s Tax-Smart SMAs

Direct Indexing allows investors to re-create the characteristics of an underlying index without direct exposure. Direct Indexing allows for greater tax efficiency, increased flexibility and transparency, all while providing market-like risk and returns. Direct Indexing is in an innovative way to invest in the broad market, while still providing the advantages of single-stock investments.

Direct indexing is expected to revolutionize personalized investing and Gallacher Equity Management is at the forefront of this transformational shift. Direct indexing can help.

  • Lower client’s tax bills through active management.
  • Customize portfolios to meet unique client needs.
  • Differentiate your practice and save time

DECODING THE MARKET
THROUGH APPLIED QUANTITATIVE METHODS

The GEM Factor Strategies, at their core, are systematic and data-centric, designed to focus on company attributes that have historically led to outperformance. Every quarter, GEM analyzes and ranks thousands of companies based on a multi-factor screening process. These applied quantitative methods are utilized to help advisors shape global, diverse stock portfolios, fine tuned to align with client-specific goals.

<p>GEM<br/>Dividend</p>

GEM
Dividend

A quantitative, process driven strategy with a focus on high-dividend yield.

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<p>GEM<br/>All-Cap Blend</p>

GEM
All-Cap Blend

All encompassing - invests across the value/growth and size spectrum.

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<p>GEM <br/>All-Cap Growth</p>

GEM
All-Cap Growth

Invests in companies of all sizes exhibiting strong growth characteristics.

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<p>GEM <br/>Smid Growth</p>

GEM
Smid Growth

A factor approach to investing in small/mid size companies, exhibiting strong growth.

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<p>GEM<br/>Large Growth</p>

GEM
Large Growth

A quantitative process focused on investing in large companies displaying strong growth.

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<p>GEM <br/>International</p>

GEM
International

A scientific methodology investing across foreign developed and emerging markets.

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<p>GEM<br/>ESG</p>

GEM
ESG

Example of replicating an index

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