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.
"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."
"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."