Has direct indexing outgrown its moniker?

Direct indexing originally emerged as an investment platform through which the investor can hold the underlying securities of an index directly as opposed to a packaged product like a mutual fund or ETF. More recently, advancements in technology are stretching the “indexing” part of the concept by offering investors and their advisors the opportunity for customization and opening routes to tax efficiency features.

The new episode of ISS Market Intelligence’s MI Talk podcast explores the different angles of direct indexing and the future outlook of the strategy with guest Dennis Gallant, Associate Director at ISS MI, in conversation with host Goshka Folda, Global Head of Research.

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