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.
"We're building more than portfolios," said Persson. "We're building frameworks that let advisors move their businesses upstream, without sacrificing control, precision, or tax outcomes. By combining traditional, alternative, and direct indexing with long-short capabilities and coordinated income-offset strategies, we're helping investors do more than grow—we're helping them keep more."
Firms across financial services are facing the convergence of strategic, economic, and technological trends—creating mounting pressure to reduce operational costs and improve margins, while scaling, transforming, and adapting to evolving client expectations. Here are 5 key considerations.