Direct Indexing Channel

Starting your own firm has its benefits—and challenges. While independence offers flexibility and ownership, it also comes with the responsibility of building, tracking, and managing growth. Without a clear plan and defined success metrics, growth can become inconsistent or inefficient.

“Uncertainty is a reality in today’s equity markets, and these strategies have been designed to attempt to insulate investors against catastrophic ‘black swan’ events,” said Jeff Thompson, CEO and portfolio manager at Donoghue Forlines.

Bitcoin-linked products remained the primary vehicle for inflows, drawing USD6.27 billion in net subscriptions and accounting for more than 85 per cent of the total. Average daily volume increased to USD3.51 billion, up from USD3.32 billion in April.

Unlike mutual funds and exchange-traded funds, which may pass along capital gains to investors annually due to portfolio manager decisions or the trades of other investors, Separately Managed Accounts (SMAs) give investors control over when to realize gains. This flexibility is a key benefit of tax management.

The move underscores Nuveen's conviction in the continued growth of direct indexing and multi-asset tax-managed solutions, which have been one of the fastest growing areas of the asset management industry, having risen to $864 billion in assets at the end of 2024, representing a 43% compound annual growth rate since the start of this decade.

If you're like many advisors, you're always looking for new ways to deliver greater value to your clients. Today’s investors want more than just a solid return. They want flexibility. They want tax efficiency.  They want transparency.  And more than anything, they want their portfolio to reflect what matters to them. That’s where AssetMark’s Direct Indexing (DI)  comes in—and it's quickly becoming a powerful  tool in an advisor’s toolkit.

Customization is not just a marketing buzzword. When meaningful customization is combined with meaningful capabilities, the result can significantly enhance financial performance, manage risks more effectively, and align investments with broader organizational goals.