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Report Jul 29, 2021

Wealth Management Investing Trends: Direct Indexing

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Photo of Howard Corey Howard Corey
Photo of Howard Corey

Howard Corey

Senior Analyst

Howard Corey, who has more than 15 years of financial services industry experience, joined Cutter Associates in 2021 as a Senior Research Analyst. Howard’s broad experience in both wealth and asset management includes client services, portfolio operations, multi-asset class trade execution, and client performance reporting.

Before joining Cutter, Howard was a Wealth Advisor with Shorepoint Capital Partners. His prior roles include Chief Operating Officer at One Charles Private Wealth, an SEC Registered Investment Adviser, and Principal at Partners Capital Investment Group, where he managed the US Client Services Team and was responsible for multi-asset class trading and client reporting for both private and institutional clients.

Howard earned a bachelor of arts in economics from Roanoke College and an MBA from Vanderbilt University’s Owen Graduate School of Management.

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The traditional wealth management asset allocation model, previously limited to equities and bonds, is being upended due to investor demands for new products and strategies, including direct indexing, cryptocurrencies, and access to alternative investments such as hedge funds and private equity. Its important for wealth managers to educate themselves on these new investment products and strategies to understand how they will impact not only their business but also client portfolios.

This whitepaper tackles one such strategy — direct indexing — and explores the following:

  • What it is and how it works
  • What is driving its current popularity with clients across the board
  • The positive and negative implications for wealth managers
  • Optimal use cases for direct indexing
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