A direct indexing portfolio is a separately managed account where the investor owns individual stocks that represent a chosen benchmark index. But unlike an ETF, with a this portfolio, the investor ...

More investors are adopting direct or personalized indexing strategies to personalize their portfolios. But while the strategy may be garnering attention, not everyone knows how it works—or who it ...

Direct indexing’s popularity has soared, with assets invested in direct indexes exceeding $260 billion at the end of 2022. This approach, which involves investing in the individual securities ...

The investing trend known as direct indexing promises two things: the ability to craft a retirement portfolio as custom as a BMW X7 with surround sound, and tax benefits. Processing Content Only one ...

When investors want their portfolios to reflect their goals, circumstances and preferences, mutual funds and ETFs can come up short. Direct Indexing may help solve a variety of investor issues from ...

Despite the benefits and growing demand of direct indexing strategies, advisors seem to be a mixed bag on the matter, with many seemingly underutilizing them. Recent survey research from ...