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A Conversation about Direct Indexing with IDX Advisors

on Nov 20, 2019 10:50:00 AM By | Folio | 0 Comments | Expert Interview

This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like to suggest a speaker or topic, please email your ideas to:

Andrew Swan is the Principal and CEO of IDX, and former President of Bastion Quantitative Sciences. Prior to that, he served as Managing Director of Longboard Asset Management, where he led the liquid alternatives division, which grew to $1 billion in assets in under four years. He has a BS in Finance from Arizona State University. Ben McMillan is the Principal and CIO of IDX. He was a founder and former portfolio manager at RQSI, where he launched the RQSI Small Cap Hedged Equity Mutual fund. Prior to that, he served as co-portfolio manager of the Van Eck Long/Short Equity Index mutual fund and developed the Lyster Watson Long/Short Equity Replication strategy. Ben holds an MS in Econometrics from the London School of Economics, and an MA and BA in Economics from Boston University.

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Combining Two of The Hottest Trends in Investing

on Nov 19, 2019 3:20:33 PM By | Folio | 0 Comments | Direct Indexer

Combining Two of The Hottest Trends in Investing: SRI/ESG Investing And Direct Indexing

SRI/ESG* investing is one of the fastest-growing movements in wealth management and shows no signs of stopping. In fact, there has been a 38% increase since 2016, and it now comprises 25% of all assets under management in the U.S. Moreover, 75% of investors indicate interest in SRI/ESG investing. Another rising trend is direct indexing, which allows advisors to build personalized, transparent portfolios of individual securities for clients based on indexes or model portfolios. With direct indexing, advisors can use their financial savvy to construct unique compilations of individual securities that include or exclude particular industries, stocks, sectors, and more – such as SRI/ESG overlays.

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