Interest in direct indexing has become white hot since the recent acquisitions of Eaton Vance / Parametric by Morgan Stanley and Aperio by Blackrock. With direct indexing, one buys the individual ...

Direct indexing continues its ascent and is forecast to exceed $1 trillion in assets within the next decade. In essence, direct indexing retains the primary benefits of passive investing while ...

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...

Taken together, the findings suggest that direct indexing is increasingly less about incremental tax benefits and more about ...

Direct indexing continues to gain popularity as investors seek out personalized options and demand lower costs. Direct indexing, which involves owning a representative amount of the securities in an ...

Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, ...

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as ...

Investors interested in diversifying their portfolios can use direct indexing and ETFs to achieve that goal. While an ETF can be a simpler option, you can exercise more control over your portfolio ...

Direct indexing, a strategy that provides investors with enhanced opportunities for customization, has been garnering a lot of attention these past few years. It’s a relatively simple concept: With ...

For long-term investors, tracking the market has been a reliable way to build wealth. Over the past 30 years, the S&P 500 has delivered average annual returns of about 10%, even during periods of ...