Turn To Direct Indexing for Customized Portfolios
September 11, 2023 at 12:46 PM EDT
Investors are increasingly turning to direct indexing accounts to create customized portfolios. Direct indexing services are separately managed accounts designed to track the performance of an index. But unlike a pooled investment vehicle, the investor directly owns the securities in a direct indexing account. This means an advisor can set up an account that tracks [...] The post Turn To Direct Indexing for Customized Portfolios appeared first on ETF Trends .