While still at a very nascent stage in Australia, direct indexing holds great potential – particularly for ESG and responsible investors.

Investing in line with your values is a very idiosyncratic desire as what’s important to one investor can differ greatly for another. Being able to build a low-cost, custom portfolio that removes all the ESG exposures an investor doesn’t want while still tracking a selected benchmark could prove a game-changer in more ways than one.

Briefcase founder and chief executive Josh Persky joins The Greener Way to discuss exactly what direct indexing involves and why it’s important to recognise that each individual investor is different – as are their values.