Re-post of an article originally published by Perigon’s Bud Sturmak and Longview Strategy’s Evan Zall on investmentnews.com on April 17, 2020.
What to Know Now About Direct Indexing
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.