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.
MFS Investment Management—the firm behind the first U.S. open-end mutual fund—has entered the active ETF market with nine strategies spanning equities, fixed income, and municipal bonds. The move isn’t a reinvention. It’s an extension of more than a century of investment discipline into a modern structure. Jamie Harrison, Head of ETF Capital Markets at MFS, breaks down the lineup, the case for blending active and passive, and what’s driving advisor adoption.
Edelman Financial Engines today announced the transformational expansion of its employee equity ownership with a $175 million equity distribution.