Lights, Camera, Action: Direct Indexing Takes Center Stage

Direct indexing has been called the ETF killer, ETF 2.0, and a catalyst that will bring an end to commingled investment vehicles. But to make proper use of all its benefits, the script must be flipped on the narrative of direct indexing to show not only the importance of customization but also that its value comes from understanding how and when to use it. There’s enormous potential for direct indexing to become a lot bigger than it is today. Find out whether it’s right for your portfolio.