Wealth Advisor Magazine September 2024 Edition - 32

DIRECT INDEXING BUYERS GUIDE
CONTINUED FROM PAGE 31
a customized and potentially more
advantageous experience, particularly
in areas such as tax optimization.
At its core, direct indexing involves
separating an " index " from the " index
fund " traditionally used to mirror its
performance. This approach allows
investors to reflect the index's performance
without having to invest in a
pooled structure designed to replicate
that index.
Against this backdrop of increasing
interest in direct indexing among major
market players, which underscores
its growing importance in wealth management,
we are pleased to launch our
second annual Direct Indexing Buyers
Guide showcase.
For wealth and asset managers,
offering direct indexing is an opportunity
to tap into new revenue streams
and stay relevant as the financial
landscape evolves beyond traditional
index funds.
Essentially, direct indexing allows
investors to own the underlying securities
that make up an index, rather
than owning shares in a fund that
mimics the index. This distinction is
significant because it enables customization
around the index manager's
choices, allowing for a " smarter "
Why Will Wealth Advisors Use Direct Indexing?
Mastering Tax Efficiency
Harvesting Losses, Harvesting Gains
Tailored Portfolios for Individual Goals
Cost-Efficiency Over Time
Custom Diversification
Unleash the Power of Customization
Gaining a Competitive Edge
Personalization for the Next Generation
Aligning with Evolving Expectations
Estate Planning Reinvented
Empowerment Through Control
Navigating Life's Transitions
Wealth Advisor reader poll, 2024
32 | SEPT/OCT 2024
THEWEALTHADVISOR.COM
21.28%
15.43%
13.3%
10.11%
7.98%
5.85%
4.79%
5.32%
3.72
3.19
2.13
1.06

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Wealth Advisor Magazine September 2024 Edition

Table of Contents for the Digital Edition of Wealth Advisor Magazine September 2024 Edition