In this paper, Brooklyn Investment Group explores what we've coined ‘Operational Alpha’ - the reduction of effort required to run an advisory business, especially through the use of technology.
Your best clients demand something better than an index fund. One way or another, they'll get it. If you won't give it to them, they'll find it elsewhere. Advisors who fail to reckon with the opportunities personalized investment portfolios create are living in the past . . . and accelerating their own irrelevance.
As investors continue to navigate greater volatility and higher interest rates, we believe dividend investing should play an even more important role in building resilient equity portfolios.
Many advisors believe that the HNW client is the “sweet spot” for direct indexing, with smaller accounts not worth the effort while larger ones do not see real benefits. We respectfully disagree!
This expansion increases Frec's total offering to nine indices, establishing it as the first and sole consumer investment platform providing such a diverse range of direct indexing options.
“Whatever their views, asset managers identify index providers as valuable partners and a critical source of innovation which is a strong signal of continued growth for the entire ecosystem around indexing.”