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