As investors continue to navigate greater volatility and higher interest rates, we believe dividend investing should play an even more important role in building resilient equity portfolios.
Many advisors believe that the HNW client is the “sweet spot” for direct indexing, with smaller accounts not worth the effort while larger ones do not see real benefits. We respectfully disagree!
This expansion increases Frec's total offering to nine indices, establishing it as the first and sole consumer investment platform providing such a diverse range of direct indexing options.
“Whatever their views, asset managers identify index providers as valuable partners and a critical source of innovation which is a strong signal of continued growth for the entire ecosystem around indexing.”
Is managing direct indexes a lot harder than managing ETFs? How do you implement direct indexes? Why are direct indexes more tax efficient than ETFs and funds? What type of firms adopt direct indexes? Answers here.
We believe that providing tax optimization across the entirety of an investor’s equity allocation can offer a better outcome, as tax liabilities can be calculated for all accounts sharing the same tax ID rather than at the individual portfolio level.
