InvestmentNews

Direct indexing as an investment strategy

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...
InvestmentNews

Direct indexing reshapes tax-efficient investing

Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...
Retail Dive

Nike addresses flaws in DTC strategy as Q3 revenues come in flat

With Q3 revenue relatively flat at $12.4 billion, Nike is pivoting on its consumer direct strategy. CEO John Donahoe kicked off the brand’s earnings call Thursday with a promise to fix the company’s ...
Nasdaq

SEI Unveils New Direct Index and Factor Investment Strategies

OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) ...