The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.

Nearly all the advisors surveyed (94%) said they rely on alternatives to manage risk and hedge against volatility. The study ...

Tuesday’s column described direct indexing’s approach and goals. (Unless you are already well versed in the topic, I recommend reading that article before proceeding.) Today, I will put numbers to ...

As Schwab IMPACT kicked off Tuesday, Morningstar debuted its new direct indexing offering. Morningstar Direct Indexing brings together both in-house research and technology capabilities, including ...

Direct indexing has generated a lot of buzz lately in the financial services industry. Large financial services firms such as Schwab, Fidelity and Vanguard have begun offering direct indexing services ...

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 ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

Direct indexing: you’re on. While ETFs still have their place, the benefits of direct indexing are more than finding traction, according to Finance.Yahoo. Want to create a portfolio up to the task of ...

Ten years ago, "liquid alts" were the rage. Investment organizations were hastily hiring staff to support their new creations: mutual funds that emulated hedge funds. Five years later, those same ...