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Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency and control to implement client-driven account goals, along with advanced solutions for creating tax-alpha via charitable giving, tax-loss harvesting, and efficient tax location across a household.

Jonathan Hudacko

CEO

Award Category
Asset Managers: Separate Accounts
Technology Providers: Portfolio Management, Accounting and Performance Reporting
Initiative
Interactive Daily Post-Tax Performance Reporting
Just Invest designed an interactive, online tax performance report to display both pre- and post-tax performance on client accounts. This innovative enhancement to the advisor portal tracks near real-time changes, providing advisors with the ability to highlight tax benefits of direct indexing and deliver unprecedented timely transparency to clients.

Vijay Rao, CFA, FRM

Chief Investment Officer

Award Category

Asset Managers: Socially Responsible Investing (SRI)/Impact Investing

Initiative
Transparent, Dynamic ESG Reporting
Just Invest created an impact report to help advisors illustrate the quantitative impact of their investments. Available via the advisor portal and conveniently downloadable as a pdf, the report is automatically customized based on the values that the investor chose when initially setting up the account. Direct comparisons between the benchmark index and the client’s account holdings highlight the added value and allow the advisor to engage investors in more meaningful conversations about their values, and preferences for ESG and socially responsible investing.
Resources
WEBSITE
The Rise of Modern Direct Indexing
WEBSITE
Tax Benefit Calculator
PDF
Beginner’s Guide to Impact Investing