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.
How Direct Indexing Works 01-23-2024
How Direct Indexing Works
Presented by Andy Rosenberger, Orion