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 ...

As Schwab IMPACT kicked off Tuesday, Morningstar debuted its new direct indexing offering. Morningstar Direct Indexing brings together both in-house research and technology capabilities, including ...

Tuesday’s column described direct indexing’s approach and goals. (Unless you are already well versed in the topic, I recommend reading that article before proceeding.) Today, I will put numbers to ...

Last spring, I wrote about the investment strategy of direct indexing, which involves buying an equity index directly rather than through a fund. (Technically, direct indexing usually samples a ...

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 ...

Direct indexing continues its ascent and is forecast to exceed $1 trillion in assets within the next decade. In essence, direct indexing retains the primary benefits of passive investing while ...

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 ...

If you are in the wealth management and investing space, you have likely heard of direct indexing. Next to personalization, holistic advice and tax optimization, direct indexing is one of the hottest ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

An index is just a set of securities with different weights, often chosen using a process such as market-cap weighting, industry sector restrictions, liquidity, etc. Direct indexing is, or should ...

Please provide your email address to receive an email when new articles are posted on . If you are an orthopedist who follows the financial media, amid the stories of gloom and doom, you have likely ...