Featured
Institutional Investors Look Beyond Returns When Evaluating Asset Managers
(Cerulli Associates) - As the marketplace becomes more crowded, securing a spot in an institutional investor’s portfolio has become more challenging for asset managers.
Fed's Moran Acknowledges Inflation Has Proven More Persistent Than Previously Anticipated
Federal Reserve Governor Stephen Miran signaled a modest but notable shift in his policy stance, acknowledging a more hawkish outlook as inflation dynamics have proven more persistent than previously anticipated.
Recent
Investment Platform Frec Reaches $100 Million in Total Assets Within 9 Months of Launch; Now Offers 9 Direct Indices
This expansion increases Frec's total offering to nine indices, establishing it as the first and sole consumer investment platform providing such a diverse range of direct indexing options.
Increasing Complexity Driving Global Asset Managers to Seek Deeper Partnership with Index Providers
“Whatever their views, asset managers identify index providers as valuable partners and a critical source of innovation which is a strong signal of continued growth for the entire ecosystem around indexing.”
Smartleaf: Direct Indexing 101
Is managing direct indexes a lot harder than managing ETFs? How do you implement direct indexes? Why are direct indexes more tax efficient than ETFs and funds? What type of firms adopt direct indexes? Answers here.
Neuberger Berman CDI™ Householding: A More Holistic Approach to Client Customization
We believe that providing tax optimization across the entirety of an investor’s equity allocation can offer a better outcome, as tax liabilities can be calculated for all accounts sharing the same tax ID rather than at the individual portfolio level.