Are you using Direct Indexing in your organization? Watch this quick rundown of the top 10 reasons to add direct indexing to your toolbox.
1. Compared to ETF, SMA, Fund 2. Control the underlyings 3. Tax Loss Management, but also control buys and sells 4. Easier to Blend 5. Better to Customize
6. Cheap & efficient beta 7. Client can always see what they own 8. Generally less expensive 9. Better income enhancement features 10. Systematic can prove to be more consistent than fundamental
