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Jun 6, 2019

Why passive investment strategies demand active performance attribution

In an environment where passive strategies look set to dominate the future investment landscape, are vendors providing technology solutions that meet the needs of today’s asset managers?

Jan 31, 2018

The rising popularity of direct indexing among financial advisors

Direct indexing, a method for replicating the performance of an index by purchasing the underlying shares instead of buying an ETF or mutual fund is becoming increasingly popular among advisors. Advisors, and their clients, are drawn to this approach because of cost efficiencies, tax-harvesting benefits, and customization opportunities.


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