Direct Indexing Solution Approaches One Billion in Assets in Less Than 3 Years

Direct indexing platform, launched in 2018, delivers innovative, tech-forward portfolio management with robust analytics and optimization capabilities.

As Jim Dilworth, Co-Founder and Veriti’s Head of Advisor and Institutional Channels, succinctly put, “Institutional and retail investors alike have spoken, and their message is clear: they are demanding alignment between their portfolios and their values. Meanwhile, today’s robust technology is fostering these outcomes with added benefits including substantial tax savings – all thanks to direct indexing. We’re excited for the future as we’re closing on our 2021 goal of $1 billion in AUM, and there’s nothing but momentum at our back.”

Read the full article in the Businesswire.

Credit: Businesswire, August 12, 2021