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.
"This launch is a major step forward—not only in democratizing access to hedge-like strategies through the ETF structure, but in advancing our investment platform to deliver the exposures clients are actively asking for."
With the Fed expected to lower interest rates, wealth managers and RIAs may soon need to reexamine with clients about where to hold short-term cash.