Decoding direct indexing: a critical analysis
In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment approach is being heavily marketed to wealthy clients by financial advisors. But, despite its allure, it may not be the golden ticket it’s often portrayed to be. Let’s dive deep into the world of direct indexing, its potential pitfalls, and why it may not be the best investment strategy for everyone. Unraveling the concept of direct indexingDirect indexing, also known as custom indexing, is an inves...