Direct Indexing: The Democratization of Customized Portfolio Management

The first paper in a two-part series produced by MMI and FUSE Research Network, the report examines the factors driving the surge of industry interest in – and activity centered around – direct indexing. While direct indexing has been available to HNW clients and institutional investors for decades, the advent of commission-free trading and fractional shares, coupled with advances in technology, has helped to bring the strategy down market to retail investors.

The report looks at this confluence of trends, why direct indexing may be appealing to advisors and investors, the different types of providers entering the space and how they are positioning their offerings, and the outlook for direct indexing to bring customized portfolio management to the masses.

Monday, November 22, 2021
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