Resources
Research and perspective on direct indexing, cross-border investing, and portfolio construction for international wealth managers.
White paper
The ETF Blindspot
Why the default international ETF works against US-linked, concentrated, and mandate-driven clients — and why owning the underlying securities directly should be the default.
· 10 min read
White paper
The Swiss Advantage
Why PFIC exposure and the portfolio customization gap are the same missing capability — building portfolios security by security — and why Swiss institutions are best positioned to solve both at once.
· 8 min read