A Differentiated Approach to Direct Indexing

What Is Direct Indexing? How It Works, Benefits, and Downsides

Direct indexing allows investors to be more nimble and take control of such a strategy. Passive Index Investing. Since Vanguard introduced the first mutual fund ...

How the Rise of Direct Indexing Impacts Financial Advisory Firms

Direct indexing is a game-changing differentiator, allowing advisors to more directly customize clients' portfolios and harvest their losses, ...

Capitalize on market volatility with direct indexing - Vanguard Advisors

This direct ownership structure creates extra opportunities for tax efficiency that clients may not get with ETFs and mutual funds. Find a ...

Implementing Model Portfolios vs. Direct Indexing - LifeYield

It's a passive investment strategy suitable for those seeking market returns. By directly purchasing securities instead of ETFs or index funds, direct indexing ...

The Rise of Direct Indexing: How Advisors Can Capitalize on the ...

Direct indexing is an investment strategy that involves owning individual securities in a separately managed account (SMA) to track an index.

Preparing for the Next Evolution in Passive Investing: Direct Indexing

WHAT IS DIRECT INDEXING? Direct indexing is a niche investing strategy that has been around for over 30 years, but is just starting to pick ...

Direct Indexing: Hidden Advantages for Financial Advisors

With direct indexing set to grow at a 12% annualized rate, advisors can use these investments to assist clients with taxes, ...

Smart Beta, Direct Indexing, and Index-Based Investment Strategies

The firm would be tagged as a passive investor only if its investment strategy is 100% based on index” (source: Lipper [6 March 2024]; available ...

Tax-Efficient Investing Through Direct Indexing | BNY Pershing

In short, direct indexing works by using technology and sophisticated algorithms to replicate the performance of a specific index. Managers can use that same ...

The Benefits of Direct Indexing: Is It Worth It? - Orion Advisor Solutions

Unlike a mutual fund where the portfolio manager decides which companies to invest in, direct indexing enables investors to simply choose the ...

Direct indexing for ETFs | Stephanie Lo, PhD posted on the topic

The results also suggest that it is hard to make a case for direct indexing for a lower-tax investor who plans to spend out of his portfolio." ...

Analyzing Tax Strategies Using Direct Indexing and ETFs - MSCI

Direct indexing and ETFs can both play a part in designing a tax-efficient investment strategy. We compare those roles in a U.S.-domiciled ...

Direct Indexing - O'Shares Investments

Direct Indexing uses technology to facilitate directly owning stocks of an index for clients, as a compliment to (or replacement for) ETFs and mutual funds.

Tax Efficiency and Diversification: The Benefits of Direct Indexing

This approach, which involves investing in the individual securities constituting an index rather than the index fund itself, offers a unique ...

Direct Indexing on Track to Grow Faster Than ETFs

Direct indexing is an individual account that's managed to track an index, like a separately managed account. As opposed to a mutual fund or ETF ...

Direct Indexing Demystified: Tackling Common Client Concerns ...

Direct indexing is an investment strategy in which investors purchase the underlying positions within a selected index and have the ability to customize that ...

ETFs, make room: how direct indexing is becoming investing's low ...

Although direct indexing toolsets have been in the market for more than 30 years, the strategy was historically only employed by the financial advisors of ultra ...

Content Marketing Strategy for Index Providers

Outsourcing investment management through direct indexing can also free up valuable time for advisors, allowing them to focus more on client ...

The Connection Between Index Investing And Direct Indexing

Direct indexing is the intersection of a passive and tax-aware strategy tailored for a specific client. Direct indexing SMAs are manager-traded ...

Benefits of Direct Indexing | BlackRock Advisor Center

Direct indexing is an investment strategy that seeks to provide similar exposure to a benchmark with a goal of providing after-tax benefits to taxable ...