Direct Indexing: A Personalized Strategy for Optimized Returns
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In the rapidly evolving landscape of financial services, innovation and personalization are key drivers in elevating the quality of investment management. A handful of companies are at the forefront of this revolution, offering cutting-edge platforms that promise to transform the way financial advisors manage portfolios. This article delves into the offerings of several industry leaders, providing insights into how their platforms can lead to better portfolios through deep customization. Let's explore how these platforms are shaping the future of advisor technology.
Brand: Canvas
BETTER PORTFOLIOS THROUGH DEEP CUSTOMIZATION
O'Shaughnessy Asset Management (OSAM) has been a trusted name in quantitative money management since 2007, with the core team bringing experience that extends back to 1996. OSAM's commitment to innovation is embodied in their latest investment solution, the Canvas® platform.
Canvas® is not just a product but a service of O'Shaughnessy Asset Management, L.L.C., aiming to redefine investing by combining rigorous research with state-of-the-art technology. This platform turns traditional systems inside out, empowering professionals to construct and execute their own strategies uniquely tailored to each client.
The Canvas® platform allows advisors to start with strategy templates that reflect their firm's core investing principles. From there, they can craft what OSAM calls a "fingerprint portfolio" for each client, taking into account the individual's circumstances and preferences. This approach ensures that client portfolios are as unique as the individuals themselves.
Key features such as digital paperwork, easy onboarding, and efficient dashboards are all designed with scalability in mind. Canvas® positions itself as the investing operating system for advisors, enabling the management of single stock exposure, portfolio risk, and career risk exposures. It also allows for tax optimization and adjustments to holdings based on investor values.
In a world where advisors once had to settle for one-size-fits-all products, Canvas® offers a bespoke alternative. The platform's ability to eliminate overlapping positions, unintended exposures, and high active costs promises to significantly enhance the advisor/client experience.
For pricing information, OSAM invites interested parties to contact the company directly.
Brand: Orion
The Non-Qualified Asset Growth Kit
Orion Advisor Solutions is tapping into the rapidly expanding direct indexing market, which is projected to surpass $800 billion by 2026. Orion Custom Indexing is designed for firms looking to capitalize on this trend, offering low minimums and a high level of personalization.
To facilitate the adoption of Custom Indexing, Orion has assembled a comprehensive Non-Qualified Asset Growth Kit. This kit includes an array of resources aimed at streamlining the onboarding process and enhancing client engagement.
Orion provides a white-label communications kit, an Orion Custom Indexing Rollout Guide, and a custom-branded video to succinctly explain the concept of direct indexing to clients. These tools are crafted to remove the complexity of implementation and to aid in marketing and communication efforts.
The company emphasizes simplicity in explaining direct indexing to prospective and existing clients. With a free, white-label presentation deck, advisors have a powerful tool for demonstrating the benefits of Orion Custom Indexing without the need for extensive recording or editing.
Orion encourages those interested in learning more or scheduling a consultative planning session to reach out for personalized assistance in achieving their firm's success.
For details on pricing, please contact Orion directly.
Brand: Parametric
Custom Core Solutions: Simplicity and Scalability
Parametric's Custom Core solution is a standout offering that empowers clients to invest according to their style preferences, responsible investing criteria, and tax considerations. Recognizing that customized solutions can be complex and time-consuming, Parametric has streamlined the process, making direct indexing both simple and scalable.
The Custom Core solution provides a passive portfolio of stocks that adheres to a client-selected benchmark, delivered as a separately managed account (SMA). This approach allows clients to own individual securities directly, granting them a high degree of personalization based on their unique situations and needs.
Parametric's platform offers advisors a secure, user-friendly interface complete with robust reporting and tools for building and evaluating portfolios tailored to each client's specific circumstances.
The Custom Core strategy involves designing the exposure, customizing it to the client's requirements, and managing it continuously. This strategy incorporates flexibility, customization, tax management, and charitable gifting into its core functionality.
To learn more about Parametric's Custom Core Equity solutions and discuss pricing, interested parties are encouraged to complete the company's contact form.
Brand: Edelman Financial Engines
GET HELP FROM A FINANCIAL ADVISOR YOU CAN TRUST
Edelman Financial Engines stands out for its commitment to providing trustworthy financial advisory services. With an approach that fits each client's unique life stages and goals, Edelman Financial Engines offers a range of services including financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning.
As a fiduciary, Edelman Financial Engines ensures that its financial planners act solely in the client's best interest, free from the influence of commissions. This objective advice has earned the trust of over 1.3 million families and individuals.
Those interested in exploring Edelman Financial Engines' services can start by downloading a free guide to protecting and growing wealth. For information on costs, the company invites potential clients to contact them directly.
Brand: BlackRock
Pioneering Personalization in Direct Indexing
BlackRock has been a leader in direct indexing for over two decades, specializing in personalized, tax-managed equity separately managed accounts (SMAs). Direct indexing offers investors the opportunity to own individual securities that track the returns of a benchmark, providing more control and flexibility than traditional ETFs or mutual funds.
BlackRock's approach allows for customization around values, investment goals, and exposures. Tax management is a proactive component of the portfolio lifecycle, and direct indexing caters to various investor needs, including concentration management, charitable gifting, and other personalized solutions.
Aperio Direct Indexing, part of BlackRock, focuses on tax-loss harvesting to create losses that may offset capital gains, potentially accelerating the achievement of investment goals. The team of values-aligned strategists collaborates with advisors to align clients' investment objectives with their personal values.
BlackRock offers a suite of resources and tools designed to help advisors maximize their client's after-tax returns. To discuss the platform in more detail and obtain pricing information, BlackRock encourages direct contact.
The future of investing is being shaped by platforms like Canvas, Orion, Parametric, Edelman Financial Engines, and BlackRock, which offer deep personalization and strategic innovation. These platforms are revolutionizing the advisor-client relationship, providing tailored solutions that cater to individual investor needs while streamlining the management process. As the industry continues to evolve, these companies are setting the standard for customization, efficiency, and growth in asset management. Advisors seeking to leverage these cutting-edge tools are encouraged to reach out to the respective companies for more detailed information and pricing. The intersection of research and technology has indeed paved the way for a new era of investment management, one that promises better portfolios and a brighter financial future for clients around the world.
