Direct Indexing 201: The Evolution of Direct Indexing

The Evolution of Indexing – Part 2.

Last week, we discussed where indexing has been, and today, we’ll talk about where it is going.

As large organizations start to embrace the power of active indexing, we are asking ourselves how we can help smaller RIA organizations with access to the same technology and resources.

As an RIA, what are the obstacles you are facing as you begin to explore moving forward with active indexing in order to scale and perform for your clients? Let us know in the comments.

Be sure to check out our prolific indexing partners: Alphathenaphaseinvest GmbHIndex OneThor Financial TechnologiesDrawbridge AlliancesTrendratingFolioBeyond, and AlphaBot. Find Your Alpha. Instantly.

Did you miss Part 1? You can find it by clicking here