Direct Indexing: A Case Study
August 01, 2023 at 12:24 PM EDT
Direct indexing is a separately managed account that attempts to replicate the performance of an index. But unlike an ETF, they aren’t locked into holding all the securities that the index in question tracks. So, they can customize the holdings to align with their investment goals and values. Consider Jordan. Jordan is a passionate environmentalist [...] The post Direct Indexing: A Case Study appeared first on ETF Trends .