Taxes, Financial planning VIDEO: The power of direct indexing

Direct indexing is changing the game for after-tax investing. We break down why taxes matter, how direct indexing works, and who can benefit most—plus the latest data and strategies for investors.

by UBS Editorial Team 21 May 2026

Taxes can quietly erode your investment returns. But there are new tools like direct indexing that are helping investors fight back. So what is direct indexing, and how can it improve after-tax outcomes?

Anthony Pastore was joined by Brian Smith from Eaton Vance to discuss this and much more.

Watch the video, and visit the UBS Studios homepage for more content like this.

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