U.S. Direct Indexing: Market Drivers, Adoption, and Growth Projections
October 31, 2021
What are industry growth drivers and what is the next phase of opportunity?
Presented by:
Tom O'Shea, CFA
Research Director
Bio →
Tom O'Shea, CFA
Research Director
Tom has over 20 years of experience in the financial services industry. Prior to joining Cerulli, Tom was an Investment Product Manager at Fidelity’s Global Asset Allocation Division, where he played a leadership role in the ongoing development of Fidelity Personalized Portfolios, Fidelity’s Unified Managed Account (UMA) for retail customers. He also led the investment managers in creating the Breckenridge Municipal Portfolio, Fidelity’s first separate account for consumers managed by a third party. Before working on the retail side of Fidelity, Tom built and led the team that developed Fidelity’s Separate Account Network for registered investment advisors (RIAs), and his group partnered with a third party wrap sponsor to create Managed Account Resources, a UMA platform for RIAs.
Tom began his career in high tech, working in sales, business development, and product management at a number of software firms, including Lotus Development Corporation.
Full biography here.
Summary
Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, exchange-traded funds (ETFs), and other types of separate accounts. What are industry growth drivers and what is the next phase of opportunity?
Join Cerulli’s Tom O’Shea, Research Director for Managed Accounts, for his perspective on this topic. During this 45-minute discussion, he will provide a brief history of direct indexing, discuss trends accelerating industry momentum, and present his views on the future.
This session will cover the following:
- Market sizing and an overview of key market players
- How advisors apply direct indexing today and future use cases
- Solution requirements, including human and technology resources
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