The term used to describe these products, direct indexing, is trending—but the truth is, customized portfolios that provide broad passive exposure and tax advantages have been our core pursuit ...

The firm said the new option will allow clients greater customization on their investments, “without regard to ESG or DEI ...

You may have heard about direct indexing recently. It isn’t new, but it may feel that way given all the attention and interest it is generating these days. The elimination of trading commissions ...

Direct indexing, historically reserved for ultra ... develop winning investment and financial decisions. At etf.com, we strive to serve both the individual investor as well as the professional ...

Recently, direct indexing, a lesser-known investment approach, has started outpacing both ETFs and mutual funds in investor adoption. Direct indexing offers unique benefits that can’t be ...

However, direct indexing is an increasingly attractive strategy, allowing investors to hold individual stocks that mirror an index and personalize holdings. This approach enables adjustments for ...

The offering expands Strive's products to include tax loss harvesting with Strive's shareholder maximizing approach to Corporate Governance Strive's Direct Indexing allows investors to track an ...

Direct indexing in some form has existed for decades, but advances in technology have recently broadened its availability. With its arguable superiority to existing passive index funds and ...