Direct indexing isn’t a new idea. It’s been around for a while, tracing its roots back to the advent of separately managed accounts (or SMAs). But many investors are just hearing about it.
PGIM Custom Harvest’s Robert Holderith provides an overview of direct indexing and explains the differences between an individual stock-based approach and a sector exchange-traded fund (ETF)-based approach.
Robert Holderith
Head of PGIM Custom Harvest
Full Biography
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