As the year comes to an end, we are pleased to close it out with a report on Direct Indexing, a topic that has been much discussed in the investment industry. In this report, which we collaborated on with Blackwater Search & Advisory, we explore:

1.     What is Direct Indexing?

2.     Is Direct Indexing going to disrupt the market – will it be an ETF killer?

3.     Is Direct Indexing worth the hype for investors?

You can read the full report here.

We hope you enjoy the piece and the holiday season ahead.