Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has changed. Direct Indexing has now evolved into a mainstream investing approach ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...

Once a niche strategy for high net worth investors, direct indexing is now mainstream, with over $1 trillion in assets. Processing Content Gregory Kanarian is an investment strategist at Natixis ...