Frec Partner Update: Long/Short Direct Indexing Is Here

​Frec is launching a new long/short direct indexing strategy — starting with a 140/40 structure 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. 

​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 onboarding logistics, future product tiers (like 200/100 and 250/150), and how Frec differs from advisor-led offerings like AQR.