Parametric has offered custom passive SMAs for more than 30 years. But with so much buzz around direct indexing in more recent years, we wanted to deepen our understanding of current growth and future opportunities in the direct indexing space. That’s why we partnered with Cerulli Associates to survey a targeted list of advisors serving high-net-worth (HNW) investors. They’ve offered us a comprehensive picture of who uses direct indexing, how it benefits their clients, and where they can unlock the potential for an even more enhanced investor experience.
In this report: