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Investing
How Direct Indexing Works
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AndyGuest Expert: Andy Rosenberger, Orion

Join Andy Rosenberger, Head of Custom Indexing at Orion, for an informative webinar as we delve into the world of direct indexing. In a 2021 study, Cerulli projected remarkable growth for direct in...

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Discussions & Comments

Missy Davis 2 years 2 months ago
A few comments from listeners when they were asked what the learned from the webinar:

I was new to the topic of Customized or Direct Indexing. So, it was all a big learning experience.
- Rick F.

Indexed funds was a new area for me. I learned quite a bit.
- Mark Z.

Great insight into indexing!
- Anthony L.
A few comments from listeners when they were asked what the learned from the webinar:

I was new to the topic of Customized or Direct Indexing. So, it was all a big learning experience.
- Rick F.

Indexed funds was a new area for me. I learned quite a bit.
- Mark Z.

Great insight into indexing!
- Anthony L.

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Join Andy Rosenberger, Head of Custom Indexing at Orion, for an informative webinar as we delve into the world of direct indexing. In a 2021 study, Cerulli projected remarkable growth for direct indexing as a product, surpassing all other market segments, including ETFs. This trend was further emphasized during BlackRock's Q3 earnings call, highlighting its growing significance among the investment community. In this session, Andy provides an introduction to direct indexing, explores why it's gaining popularity among financial advisors, offers ideas on how to explain it to clients and its potential role in a client's portfolio. Andy also discuss practical examples of client use-cases and spotlights features that advisors may find valuable when navigating various direct indexing providers in the market.