Insight
Direct Indexing: A Potential Growth Engine For Your Practice
Many advisors increasingly want to focus on value-added client service and client acquisition. Direct indexing can offer advisors a path to differentiating their practice, streamlining their services, and attracting new clients.
10/10/2025
7 min read
Topic
Direct Indexing
Key takeaways
- Direct indexing empowers advisors to deliver personalized, tax-efficient portfolios that can differentiate their practice, deepen client relationships, and attract high-value clients.
- Ideal candidates include investors with complex tax situations; concentrated holdings; or specific value, factor, or sector preferences—making it a flexible solution for diverse client needs.
- Successful implementation should include structured client communication, ongoing performance tracking, and clear value demonstration, positioning advisors to modernize their business and drive sustainable growth.
Related insights
Manju Boraiah—senior portfolio manager, head of Systematic Fixed Income and co-head of Custom SMA—has carved a unique path for his career—guided by his two passions, art and math.
Explore the ins and outs of direct indexing, why it matters, and how it can be used to create personalized, tax-smart investment strategies.