Constructing the Right Direct Indexing Portfolio

A direct indexing portfolio is a separately managed account based on a chosen market-cap-weighted benchmark whereby investors can personalize their accounts to incorporate desired factors; tilts; and environmental, social, and governance (ESG) preferences, or to account for concentrated positions. Unlike a mutual fund or an ETF, the investor owns the securities directly in the SMA. [...] The post Constructing the Right Direct Indexing Portfolio appeared first on ETF Trends .