by bxpartners | Sep 14, 2023 | CIO Services, Indexing, Videos
The Evolution of Indexing – Part 2. Last week, we discussed where indexing has been, and today, we’ll talk about where it is going. As large organizations start to embrace the power of active indexing, we are asking ourselves how we can help smaller RIA...
by bxpartners | Sep 13, 2023 | CIO Services, Indexing, Videos
For years, direct indexing was thought of as a portfolio strategy reserved for the high net worth investors or ETF manufacturers. That time is over. As technology continues to advance and investor preferences shift, direct indexing is likely to continue evolving to...
