How to save money on taxes with direct indexing and new product updates at Frec

​Join Mo Al Adham, CEO and founder of Frec, and Alex Zhang, Frec’s Head of Investment Strategies, for a walkthrough of direct indexing and long short direct indexing.

​Mo will explain the basics of direct indexing, how it compares to traditional index funds, and how investors can use it to reduce taxes. Alex will then go through Frec’s long short direct indexing approach, how these portfolios are constructed, and how they differ from long only versions.

​Alex is a CFA with more than ten years of experience building and managing tax-aware portfolios. Before Frec, he spent six years at Goldman Sachs working on direct indexing, tax overlays, and factor-based portfolio design.