At least twelve major acquisitions by leading financial services firms have loudly signaled a major shift to and expansion of the direct indexing universe. Direct Indexing is not a new investment ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

Direct indexing meaning owning all the shared within an index directly. Now, of course, with an ETF you can own all the shares, in say, the S&P 500. However, there's a difference between that and ...

As Schwab IMPACT kicked off Tuesday, Morningstar debuted its new direct indexing offering. Morningstar Direct Indexing brings together both in-house research and technology capabilities, including ...

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 ...

There's a growing interest in direct indexing, buying the stocks of an index, rather than a mutual or exchange-traded fund, to achieve goals like tax efficiency, diversification or values-based ...

BOSTON--(BUSINESS WIRE)--Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, ...

Direct indexing is expected to go toe-to-toe with the ETF industry in the coming years, but recent research is questioning just how serious that threat will actually become. The strategy has opened up ...

Last spring, I wrote about the investment strategy of direct indexing, which involves buying an equity index directly rather than through a fund. (Technically, direct indexing usually samples a ...

BOSTON--(BUSINESS WIRE)--Veriti Management LLC (Veriti), a direct indexing asset management and financial technology company, is pleased to announce that it has crossed $900,000,000 in assets under ...

"This is the next $100 billion advisor opportunity," declared Matt Hougan, Inside ETFs chairman, at Inside ETFs' February 2019 conference. Hougan was referring to direct indexing, which has started to ...