The ESG case for direct indexing
The prospect of providing clients with a custom portfolio that meets their guidelines is something advisers see as adding value to their services.
There are different views on what constitutes responsible investing and how sectors or companies should be weighted or excluded — and that is making direct indexing increasingly appealing for some advisers.
So much so that observers project direct indexing use to grow at a faster rate than thos
Learn more about reprints and licensing for this article.