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.
Symmetry Partners debuts SMOM ETF, transforming the firm’s proven sector rotation strategy from SMA to ETF format. The fund uses dual momentum signals across six- and 12-month timeframes to select top-performing S&P 500 sectors, rebalancing monthly with staggered schedules. Designed as a satellite allocation to complement core equity exposure, SMOM aims to offer enhanced tax efficiency and smoother execution than its SMA predecessor, backed by seven years of track record.
Regulatory scrutiny has once again highlighted the importance of compliance and personal conduct within the wealth management profession.