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Direct Indexing is a popular equity investing strategy that involves replicating a stock index using the individual stocks that comprise the index as opposed to buying a fund that tracks the index. Direct indexing has been around for some time, but has increased in popularity in the last several years. In this episode, we'll disucss the pros and cons of direct indexing as well as what sort of investors may want to consider if direct indexing is appropriate for them.
By Philip Mock, CFA®, CFP®Direct Indexing is a popular equity investing strategy that involves replicating a stock index using the individual stocks that comprise the index as opposed to buying a fund that tracks the index. Direct indexing has been around for some time, but has increased in popularity in the last several years. In this episode, we'll disucss the pros and cons of direct indexing as well as what sort of investors may want to consider if direct indexing is appropriate for them.