Insight

Direct Indexing: Unlocking SMArt Possibilities

Explore the ins and outs of direct indexing, why it matters, and how it can be used to create personalized, tax-smart investment strategies.

Authors

7/25/2025

8 min read

Topic

Direct Indexing

Key takeaways

Direct indexing allows investors access to index-based exposures while retaining direct ownership of individual securities, offering enhanced control and customization options.
Advances in technology and cost reductions have made direct indexing more accessible, addressing growing demand for personalized investment strategies.
Key benefits include robust tax management, tailored portfolio capabilities, full portfolio transparency, and flexible transition strategies.