There’s a lot of talk these days about portfolios that allow investors to take control of the underlying securities in a passive allocation. The term used to describe these products, direct indexing, is trending—but the truth is, customized portfolios that provide broad passive exposure and tax advantages have been our core pursuit for nearly 30 years. In this update, we’ll cover:
- Market drivers, adoption, and growth projection
- What direct indexing solves for
- Key end client characteristics that make direct indexing a suitable solution
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Jeff Brown, CFA
Director, Institutional Portfolio Manager
Parametric
Diana Britton - Host
Managing Editor and Content Director
WealthManagement.com