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PFP2331 - Should Advisors Embrace Direct Indexing?

‐ Jun 7, 2023 12:15pm

Direct Indexing is expected to grow faster than ETFs, mutual funds, and separate accounts over the next five years and is poised to reach more than $800 billion in assets by 2026. By using direct indexing, advisors can create customized portfolios for clients that track a popular index. That customization allows clients to align portfolios with ESG beliefs or other constraints, and to achieve tax optimization through loss harvesting. But those features come at a cost, and this session will separate the “hype” from the “reality” of direct index, and allow advisors to ask the right questions before they embrace this for their clients.

Learning Objectives:

  • What is direct indexing and how does it work?
  • What is the cost of direct indexing?
  • What are the operational advantages and concerns with direct indexing?
  • How are tax savings achieved and how much can be saved?
  • Finance





Concurrent Session Onsite and Online

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