Explore how indexing tracks economic trends, supports passive investing, and serves as a benchmark tool for comparing market ...

Interest in direct indexing has become white hot since the recent acquisitions of Eaton Vance / Parametric by Morgan Stanley and Aperio by Blackrock. With direct indexing, one buys the individual ...

Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax ...

Commonly referred to as the “great unwrapping,” direct indexing has the potential to be the next disruptive force in asset management. In the same way that the invention of the exchange-traded fund ...

When Jack Bogle launched the first retail index fund in the U.S. market, his creation was labeled “un-American” by critics who believed that independent, profit-seeking American investors would never ...