Unlike ETFs and mutual funds, which are essentially “wrappers” with a predetermined number of prescribed stocks, chosen by company analysts, direct indexing allows advisors to build their own customized portfolios for clients based on indexes or model portfolios – creating truly personalized investments for any account size.
The advantages of direct indexing include:
Andrew Swan is the Principal and CEO of IDX, and former President of Bastion Quantitative Sciences. Prior to that, he served as Managing Director of Longboard Asset Management, where he led the liquid alternatives division, which grew to $1 billion in assets in under four years. ...Read More
SRI/ESG* investing is one of the fastest-growing movements in wealth management and shows no signs of stopping. In fact, there has been a 38% increase since 2016, and it now comprises 25% of all assets under management in the U.S. Moreover, 75% of investors indicate interest in SRI/ESG investing. ...Read More
You’ve likely been hearing a lot in the financial news lately about direct indexing and its potential to disrupt the wealth management world. We’d like to shed a little light on what direct indexing is, how it differs from ETFs and mutual funds, and how it can benefit your clients and your business. ...Read More
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