Recently, direct indexing, a lesser-known investment approach, has started outpacing both ETFs and mutual funds in investor adoption. Direct indexing offers unique benefits that can’t be ...

The $1.8 billion "anti-woke" firm, enabled by a partnership with Vestmark, is giving investors a new means to achieve ...

Strive Asset Management, a financial services firm co-founded by anti-corporate “wokeness” entrepreneur Vivek Ramaswamy, ...

Strive Asset Management, the financial services firm owned by billionaire Vivek Ramaswamy, is partnering with Vestmark to deliver direct indexing on Fidelity Investments' and Charles Schwab's ...

Strive Asset Management has launched its Direct Indexing product, enabled by Vestmark VAST, on the Fidelity Investments and ...

Strive Asset Management ("Strive") today announced that its Direct Indexing, powered by Vestmark VAST™, is now available on both the Fidelity Investments and Charles Schwab platforms.

You may have heard about direct indexing recently. It isn’t new, but it may feel that way given all the attention and interest it is generating these days. The elimination of trading commissions ...

Direct indexing in some form has existed for decades, but advances in technology have recently broadened its availability. With its arguable superiority to existing passive index funds and ...

Another approach is gaining ground, though. Direct indexing is an investment strategy in which an investor buys individual stocks to replicate the performance of an index, rather than purchasing ...

Tom O’Shea, a director at Cerulli Associates, explains why taxes and ESG are creating a surge of interest in direct indexing, a separately managed account product that has been around for 20 years.

This latter option, known as direct indexing, is becoming increasingly popular. Rather than buying shares of an index fund, direct indexers replicate the index in their own portfolios by buying ...