Direct Indexing Sleeves
Direct Index Sleeves
The OneAscent Direct Index Sleeves are designed to give investors low cost, core equity exposure that seeks to closely track a market index while offering the benefit of direct company ownership. The portfolios apply OneAscent’s values-based Eliminate screening to exclude companies whose products or practices cause harm. Additional benefits of direct ownership include customization of stock positions and tax benefits, including the ability to tax-loss harvest and in-kind charitable giving of individual positions.
Enhanced Index Sleeves
The OneAscent Enhanced Index Sleeves are designed to give investors low cost, core equity exposure that seeks to closely track a market index while offering the benefit of direct company ownership. The portfolios apply OneAscent’s values-based Eliminate screening to exclude companies whose products or practices cause harm. Additional benefits of direct ownership include customization of stock positions and tax benefits, including the ability to tax-loss harvest and in-kind charitable giving of individual positions. The Enhanced Index Model Series applies OneAscent’s quantitative Corporate Life Cycle analysis which seeks to enhance returns of the portfolio compared to a market index.