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Featured Press Release | December 2022

Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs

This report follows Cerulli’s inaugural examination of the direct indexing market, Improving Client Experience: Customizing with Direct Indexing.

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May 16, 2024 — Boston

401(k) Managed Account Investors More Confident in Retirement Investment Strategy Than Non-Advice Users

These findings and more are from Cerulli’s white paper, with support from Edelman Financial Engines: 401(k) Managed Accounts: A Value Proposition Lost in Translation.

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