If you have an investing account, chances are you’ve heard a pitch about direct-indexing, an investment strategy that wealthy investors have used for years, that is more and more often being marketed ...
A deal by large money manager Franklin Templeton to acquire O’Shaughnessy Asset Management, a trailblazer of personalized stock portfolios, further nudges financial advisors to embrace a retail ...
If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...
When $7 trillion indexing giant Vanguard announced the acquisition last month of Oakland-based asset manager Just Invest, it was significant on two fronts. This was the first acquisition in it 46-year ...
New head of direct indexing and quantitative investments at Pacific Asset Management spent 15 years at Deutsche Bank in several senior trading roles. The former head of trading at Deutsche Bank has ...
Thorsten Michalik was named head of HSBC Asset Management's newly created ETF and indexing group, which brings all of the firm's passive solutions together into one place. the firm said in a news ...
Index funds are popular investment choices for good reason—they’re often cheap, diversified, and uncomplicated portfolio building blocks. What Is an Index Fund? When you own shares of an index fund, ...
In 1992, a large family office approached a boutique asset manager based in Seattle for help with an investing challenge. The client was tired of the vagaries of asset management and wanted a ...
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