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Direct indexing, which involves buying the individual stocks that comprise an equity index directly rather than through a fund, has gained prominence as large firms (Schwab, Fidelity, Vanguard) have built platforms to support the strategy. Is it right for your client? What are the use cases? Which factors should you evaluate when you consider direct indexing?

Join Morningstar’s director of research John Rekenthaler when he shares examples of clients who may benefit from direct indexing; e.g. those who hold significant amounts of tax-inefficient investments in taxable accounts. John will also review eight factors that may determine if direct indexing is right for your clients.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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