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Direct indexing to lead the investment vehicle market with significant growth projections

Mar 27, 2023
Sponsored by
Morrow Sodali

This new report from Morrow Sodali offers a clear and easily digestible look at the new investment vehicles of direct and custom indexing.

It covers:

  • 3 key areas companies will need to be mindful of, including ownership profile shifts
  • The origins of direct and custom indexing as the newest entrants to the portfolio management toolbox
  • Examples of how direct indexing has been driving increased M&A within asset management providers
  • Retail investor trends
  • And more!

Read it below for free!

 

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