The Direct-Indexing Landscape in 3 Charts
A snapshot of the quickly evolving direct-index world.
Jason Kephart, CFA, is director of multi-asset ratings, global manager research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Before joining Morningstar in 2014, Kephart spent seven years as a journalist for InvestmentNews, Fund Action, and SmartMoney, reporting primarily on the mutual fund and exchange-traded fund industries.
Kephart holds a bachelor’s degree in English from Florida State University. Follow Jason on Twitter: @JasonKephart