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Asset Managers Point to Dangers of ‘Over-Customization’ of Portfolios
Yahoo Finance· 2025-09-12 14:36
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Over the last five years, direct indexing has been talked about as the next frontier in investment management, and demand for these strategies continues to rise. As of the end of 2024, there were $864.3 billion in direct indexing strategies, according to Cerulli Associates. Several asset managers, speaking at the Future Proof Festival in Huntington Beach, Calif., this week, confirmed the demand f ...