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An Index-Based Approach to Tax-Advantaged Long/Short

July 10, 2025 | 9m 33s

Learning: Knowledge

What’s the role of indices in long/short tax-advantaged strategies? Brooklyn Investment Group’s Erkko Etula joins S&P DJI’s Brandon Hass and Rupert Watts to explore how indices like the S&P 500 130/30 Quality Index are helping address concentration risk and demand for customization inclusive of long-term tax objectives via transparent design.

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Brandon Hass

Erkko Etula

Rupert Watts

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U.S. Equities

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Brooklyn Investment Group

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An Index-Based Approach to Tax-Advantaged Long/Short

Learning: Knowledge

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Brooklyn Investment Group

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