AI Panic Is Opportunity For Stock Pickers, Morgan Stanley Says

Many direct indexing platforms start with a standard benchmark and layer customization on top. Orion reverses that model. Andrew Rosenberger, Head of Custom Indexing at Orion, explains how the firm built technology flexible enough to support 2,200 different investment philosophies—from proprietary factor models to third-party strategist portfolios—while addressing the tax transition challenge too many platforms ignore.

While passive EM funds often default to market-cap-weighted indexes dominated by a handful of mega-cap tech names, Cullen’s CEMFX applies a rigorous value discipline to uncover dividend-paying companies across a broader, more diverse emerging markets universe. Portfolio Manager Rahul Sharma explains why a weakening dollar, improving EM earnings growth, and six times the qualifying stocks make this actively managed fund a compelling complement to index-based strategies in today’s global environment.