Potential for Direct Indexing

Direct indexing currently makes up only about 22% of the separately managed account industry’s total assets, but that number will only continue to grow as mass adoption continues.

Our Co-founder and Managing Partner, James K. Dilworth, weighs in on the potential for direct indexing to become a cornerstone in portfolios, in Sean Allocca’s latest for Investment News.

Read more in the article here.

Credit: Investment News, March 31, 2022

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