"Direct Indexing Managed Account" (vs. Traditional Managed Products like Mutual Funds, ETFs, SMAs): How to Engage Consumers in the Managed Account Structure of the Future
This report is the first module of the 2023 Explore Qualitative Research and looks at Direct Indexing, considered by some to be the managed account product of the future. Read this report to learn more about how consumers understand and feel about direct indexing.
Direct indexing involves buying the individual stocks that make up an index, in the same weights as the index. This is another form of index investing and contrasts to index mutual funds or index exchange-traded funds (index ETFs) that track the index.Learn more