Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation NTRS, has announced ...

Customization has become a priority in modern portfolio management. Yet most firms struggle to deliver it with the depth and consistency investors expect. Concentric Innovation is trying to change ...

Direct index investing, known primarily for low-cost tax optimization, has risen dramatically over the past five years as a tailored investment strategy, hitting $864.3 billion in assets by the end of ...

Envestnet is deepening its partnerships with two of the world’s largest asset managers to help advisors deliver more personalized investment strategies through its Unified Managed Account platform. At ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

Investors can purchase many or all the stocks in a specified index, which can include holding hundreds of individual securities. A common way to measure the performance of the stock market is by ...

GeoWealth, a TAMP firm that partnered with Goldman Sachs Asset Management late last year, will be live with direct indexing and then private market investment options by the end of this quarter in an ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has changed. Direct Indexing has now evolved into a mainstream investing approach ...

Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...