The integration of digital technology across an investment firm, referred to as digital transformation (DT) has become a strategic imperative for asset managers. Increased client expectations, expanding regulations and the emerging threat of disintermediation from...
It’s no secret that direct indexing has taken off in the U.S. – an avalanche of high-profile acquisitions, fintech startups, and major platform launches have occurred over the last few years and momentum does not appear to be slowing. While direct index portfolios...
Direct indexing (DI) as a portfolio personalization strategy continues to gain traction in the marketplace. Given how attractive the benefits are to investors, managers, and advisors, conversations in the industry have shifted from “why” direct indexing to “how” – how...
The Innovative Power of Tailored Portfolio Solutions. Demand for customized portfolios among individual investors is growing and the industry has responded with sharp increases in acquisitions and product offerings in the marketplace. Charles River convened a panel...
Contact Us about ESG Focused Portfolios This article addresses the limitations and risks of negative screening within separately managed accounts and the opportunities that technology and newer portfolio construction approaches offer to wealth and asset managers...
Contact Us about Tailored Portfolio Solutions By: Randy Bullard, Global Director of Wealth Management. Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years. Firms like Parametric Portfolio Associates and Aperio have...
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