Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...

Direct indexing is a separately managed account that attempts to replicate the performance of an index. But unlike an index fund, the investor owns shares of the underlying securities in a direct ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s CEO Tim Buckley said at Exchange 2023. But direct indexing has been getting more attention from a ...

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

Direct indexing’s popularity has soared, with assets invested in direct indexes exceeding $260 billion at the end of 2022. This approach, which involves investing in the individual securities ...

This hot investment strategy promises to lower your tax bill. Is it worthwhile? Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, ...

Investors can purchase many or all the stocks in a specified index, which can include holding hundreds of individual securities. A common way to measure the performance of the stock market is by ...