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 ...

There is a framework in sales that considers the potential benefits of an offering based on two dimensions: tangible vs. intangible and direct vs. indirect (TIDI). When making purchasing decisions, ...

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 ...

An expanding array of evergreen funds now aims to deliver continuous private equity exposure with lower barriers to entry. But not all approaches are created equal. We believe direct investments offer ...

Looking for an innovative and affordable alternative to traditional health insurance for your employer clients this open-enrollment season — one that will also help achieve health plan equity? Direct ...