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.
Many advisors assume personalization at scale requires heavy lifting. Jerry Michael, President at Smartleaf and Smartleaf Asset Management, believes this premise is mistaken. True automation doesn’t just make portfolio management faster—it can take on any operational friction. From tax optimization to direct indexing and ESG screens, complexity should add zero incremental effort. Michael explains how automation reclaims advisor time for relationship building and why the industry should demand more from technology.
Since President Donald Trump's 'Liberation Day' tariffs pushed the U.S. bond market into revolt, his administration has prevented another flare up.