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 ...

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 ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

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 ...

Regardless of the product, consumers are more apt to make a purchase when they're presented with alternatives. The same goes for investments, which is where direct indexing can harness full portfolio ...

If you are in the wealth management and investing space, you have likely heard of direct indexing. Next to personalization, holistic advice and tax optimization, direct indexing is one of the hottest ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

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 ...

Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation NTRS, has announced ...

Wealthfront beats out Fidelity, Schwab and Vanguard when it comes to direct indexing and tax loss harvesting. You make money in the market but tell the IRS you’re losing money. Yes, this works—for a ...