Solution introduction
Direct Indexing Solutions: Precision & Personalization
With direct indexing, clients can hold the underlying securities of an index, rather than accessing them through pooled vehicles such as mutual funds
The structure enables a client’s direct ownership, which then allows for customized tax management and personalized portfolios.
Effectively, investors gain exposure to a traditional benchmark and maintain the power to customize the underlying holdings to pursue a range of goals—both financial and personal.
