
This piece is approved to use with clients.
Making Portfolios Personal
Key takeaways
- Direct indexing has historically been an option mostly for institutional investors and high-net-worth clients. Technological advancements have made it possible to personalize a client’s portfolio at scale, at lower account minimums.
- Personalization still starts from understanding the client’s goal and working backward from there.
- The continual growth of direct indexing requires a product that balances technology and the human element.