Frec Update - Long Short Direct Indexing
Registration
Past Event
About Event
In this session, Mo, the CEO & Founder, will walk through the mechanics of long/short direct indexing, including how factor tilts are built, how leverage and shorting work, expected tax alpha, and how it compares to long-only direct indexing. We’ll also cover how Frec differs from advisor-led offerings like AQR.
Frec has launched long/short direct indexing strategies — with 3 structures (250/150, 200/100 and 140/40) built on the Russell 1000. This approach allows investors to express a point of view on the market (e.g. increased exposure to growth stocks) while also increasing potential tax loss harvesting results.
Note: this webinar will be very similar to the one we held with Mo in August 2025.