Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
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Many direct indexing platforms start with a standard benchmark and layer customization on top. Orion reverses that model. Andrew Rosenberger, Head of Custom Indexing at Orion, explains how the firm built technology flexible enough to support 2,200 different investment philosophies—from proprietary factor models to third-party strategist portfolios—while addressing the tax transition challenge too many platforms ignore.