White papers and guides.
Learn how direct indexing works, what Tessellare does, and how it benefits advisors and their clients.
Library
- 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