Can Asset Managers Take Direct Indexing to the Masses?
Can Asset Managers Take Direct Indexing to the Masses?
While direct indexing isn’t a new option for affluent investors, recent interest has surged in the broader market. At the end of 2022, more than $260 billion followed direct indexes. Some of the largest asset managers have tried to keep up with the trend through a wave of acquisitions.
In this inaugural report, we examine direct-indexing opportunities for investors. Dig into best practices for evaluating direct index providers.
In this inaugural report, we examine direct-indexing opportunities for investors. Dig into best practices for evaluating direct index providers.
What's Inside our Research:
What's Inside our Research:
- Review what drives investors toward direct indexes.
- Analyze offerings from some of the largest direct index providers.
- Quantify the additional annual return and fees of direct indexing. .