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Get the insights you need to help ensure your direct indexing provider aligns with your clients' needs.

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Dive deeper into direct indexing

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Direct indexing

A scalable way to enhance personalization without increasing operational complexity.

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Direct indexing vs. ETFs

Direct indexing or ETFs? Learn how to choose based on tax efficiency, cost, and customization.

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How to talk to clients about direct indexing

A guide for financial advisors.

Important Information

Investment services are provided by SEI Investments Management Corporation (SIMC). SIMC is a wholly owned subsidiary of SEI. Your financial advisor is not affiliated with SEI or its subsidiaries. The Investment Management Unit is a team within SIMC.