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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.

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