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.
"SMArtX is kicking off the new year with new products available on the manager marketplace. These help to expand our offerings and provide advisors with a comprehensive and diverse marketplace to meet their specific needs."
Financial advisors utilizing the Envestnet platform will now have access to Northern Trust Asset Management’s more than 35 years of expertise in customizing tax-aware portfolios for the ultra-high-net-worth market.