As wealthy clients demand more personalization and tax efficiency, direct indexing is emerging as a powerful tool advisors can offer, though many are still learning how to use it. Emily Gray, managing ...

While index providers and index fund managers play different roles, they are equally important to the index investing landscape. As index investing likely continues to grow, it will be important for ...

Indexes aren’t just important for index funds. By creating a virtual portfolio that represents the “market” (or a specific style of sector), they also establish a “typical” return and risk level that ...

Innovations and customization in equity indexing may provide enhanced opportunities. Passive index funds continue to accumulate market share relative to active managers by offering cost-effective ...

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.