Why Direct Indexing? What to know in 2023

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Over the coming years, Direct Indexing is expected to grow at a faster rate than traditional financial products such as mutual funds, exchange-traded funds (ETFs), and separate accounts.* But what does it have to do with you and your clients?

This session will help you learn exactly what you need to know about direct indexing:

• How does it work?
• Is it right for this market environment?
• What are the potential benefits compared to ETFs?
• Are the fees high?
• Is this right for my clients?
• How can an advisor get started?

Join us as Brandon Thomas, Co-Founder and Co-CIO of Envestnet, answers your questions, addresses misconceptions, and shares more about this investment trend that is here to stay.  

*Cerulli Associates. "Direct Indexing Growth Projected to Outpace ETFs, Mutual Funds, and Separate Accounts Over Next Five Years."

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Accepted for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.

Third party information, analysis, and opinions are for informational purposes only and represent the views of the speakers, not necessarily the views of Envestnet.  Nothing contained herein is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios and strategies discussed herein. This is not a sales solicitation, but rather a research profile on a specific investment option. Past performance is not indicative of future results.

Speakers

Brandon Thomas
Co-founder and Co-CIO; Head of QRG
Envestnet

As QRG’s Managing Principal and Chief Investment Officer, Mr. Thomas is responsible for the firm’s strategy and oversees portfolio management capabilities. Mr. Thomas is also a co-founder of Envestnet and the Chief Investment Officer of Envestnet | PMC.

Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University.

Tom Lydon
Vice-Chairman
VettaFi

Tom Lydon oversees all critical client relationships and the dynamic growth of VettaFi. Reaching over 100,000 financial advisors, VettaFi is one of the largest data-driven platforms built to empower and educate the modern financial advisor. VettaFi produces and circulates a variety of strategic and educational content to fuel the research process for financial advisors. In addition, the VettaFi team works closely with asset managers to embrace behavioral data and AI to better connect with the needs of financial advisors and self-directed investors.

Lydon contributes to many major media outlets including CNBC, Fox Business, Yahoo, Forbes, The Wall Street Journal, Investor’s Business Daily, and MarketWatch. As the author of iMoney, The ETF Trend Following Playbook, and the expert behind the ETF of the Week with Tom Lydon podcast, he is an ETF influencer and industry luminary.