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 ...

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 ...

Direct indexing is poised to grow at a faster rate than ETFs, mutual funds, and separate accounts over the next five years and is expected to reach more than $800 billion in assets by 2026, according ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation NTRS, has announced ...

In keeping with an industry-wide trend, Fidelity Investments is expanding its direct indexing lineup. The company announced Monday the launch of Fidelity Institutional Custom Separately Managed ...

If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...

Take advantage of an investing strategy only institutional or ultra-high-net-worth investors had access to in the past. Increase your investment portfolio’s after-tax return. Build your own index fund ...

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 ...

Demand for environmental, social and governance investing has remained robust despite a host of concerns, including greenwashing and fund managers inflating, or downright misrepresenting, the ...

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 ...

Investors in a direct-index portfolio are looking for the passive return of an index with the added benefits of tax efficiency. They achieve that by owning the individual securities of an index, ...