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Kiplinger
Kiplinger
Business
Jeremy Milleson

An Investment Strategist Demystifies Direct Indexing: Is It for You?

ETF SEC
A woman appears intrigued as she looks at her laptop screen in an office.

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space.

Direct indexing is the leading category for manager-traded SMAs, with direct indexing assets closing 2024 at $864.3 billion, according to Cerulli Associates.

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