Aug 23, 2025 · Direct indexing is a strategy where investors purchase individual stocks within an index to mimic its performance. Unlike index funds or ETFs, it allows for greater control and …

Aug 21, 2025 · Here's everything you need to know about direct indexing — including what most people don't know about it — and how to decide whether it's worth it for you.

Jul 24, 2025 · Direct indexing is a strategy that seeks to replicate performance with direct ownership of securities held in a particular index. This can provide the flexibility to customize …

Jun 6, 2023 · Direct indexing means you own the stocks in the index directly. It’s a pretty straightforward idea, but most people don’t do it, and those who do are usually working with an …

Dec 1, 2025 · What is Direct Indexing? Instead of buying a mutual fund or ETF that tracks an index, direct indexing allows you to own the individual stocks within that index. Sounds simple, …

Dec 5, 2025 · Direct indexing is an investment strategy that involves purchasing the component securities of a particular index as a way to replicate the performance of the index itself.

Jul 2, 2025 · Direct indexing takes this idea in a different direction. Instead of owning shares in a commingled fund, the investor owns the individual securities in the portfolio directly, in a …

Apr 25, 2025 · Direct indexing strategies can increase after-tax returns for some clients, but they aren’t right for everyone. Automated tax loss harvesting is a well-known feature of direct …

Mar 5, 2025 · Essentially, direct indexing involves choosing the index whose performance you want to replicate and then buying a representative amount of all of those index's components …

4 days ago · Direct indexing: a smarter way to invest in the market Index ETFs are simple, low-cost, and effective — they track an index like the S&P 500 or TSX and give you exposure to …