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.
AI Panic Is Opportunity for Stock Pickers, Morgan Stanley Says
While passive EM funds often default to market-cap-weighted indexes dominated by a handful of mega-cap tech names, Cullen’s CEMFX applies a rigorous value discipline to uncover dividend-paying companies across a broader, more diverse emerging markets universe. Portfolio Manager Rahul Sharma explains why a weakening dollar, improving EM earnings growth, and six times the qualifying stocks make this actively managed fund a compelling complement to index-based strategies in today’s global environment.