Take personal control
By nature, humans love to customise things. From personalised recommendations on Netflix and Stan to suggested playlists on Spotify or iTunes, everyone craves to have things that serve them by knowing them.
An interaction with a device, person or thing that is personal and customised leaves us feeling as if our needs and interests are being considered, as if we have a little more control.
However, in the world of financial services, investors don’t often receive that same bespoke treatment. Until now, that is. Enter direct indexing.
In its simplest form, direct indexing involves directly investing in the actual securities that make up an index.
This approach is dissimilar from investing in exchange traded funds (ETFs) that track an index or mutual funds that follow a benchmark index.
Direct indexing allows investors to own the securities that make up an index and hold them in
