How to Detect Potential Closet Indexing How to Assess Market Timing Ability Unlock More Code Snippets for Fund Evaluation Actively managed funds typically charge higher fees than index funds based on ...

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Assets in direct indexing products are growing at a double-digit annual rate and are poised to reach $800 billion by the end of 2026. Several factors are bulwarking that growth, including the ...

Commonly referred to as the “great unwrapping,” direct indexing has the potential to be the next disruptive force in asset management. In the same way that the invention of the exchange-traded fund ...