Direct Indexing

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

Custom SMAs

  • With the introduction of no-cost trading across many major custodians, the world of Direct Indexing and individual security SMAs has been opened to the high net-worth investor. Direct Indexing allows advisors and clients to express their own economic views across any index.
    • Does your client have an eye for ESG? Apply an ESG filter to the S&P 500.
    • Is your client looking for a high dividend yield portfolio? Build a custom Russell 3000 index with an income focus.
  • If your client desires broad exposure to the markets, utilize GEM’s own quantitative factor suite.
    • GEM Factor Portfolios are designed to provide advisors off the rack, global, diverse stock portfolios.
    • GEM Factor Strategies are systematic and data-centric, designed to focus on company attributes that have historically led to outperformance.
  • SMA portfolio provides a cost-efficient, custom way for clients to invest.
    • Beyond cost benefits, individual security selection allows for efficiency in taxes, avoiding unnecessary capital gains.
Learn More about the GEM Process

GEM STRATEGIES
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.

GEM<br/>Dividend

GEM
Dividend

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

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GEM<br/>All-Cap Blend

GEM
All-Cap Blend

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

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GEM <br/>All-Cap Growth

GEM
All-Cap Growth

Invests in companies of all sizes exhibiting strong growth characteristics.

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GEM <br/>Smid Growth

GEM
Smid Growth

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

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GEM<br/>Large Growth

GEM
Large Growth

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

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GEM <br/>International

GEM
International

A scientific methodology investing across foreign developed and emerging markets.

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GEM<br/>ESG

GEM
ESG

Example of replicating an index

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