On Patrick O’Shaughnessy Direct Indexing As A Substitute For ETFsRupert Hargreaves
At this year's September Morningstar Investment Conference, Ben Johnson, the Director of Global ETF research with Morningstar, hosted a panel on direct indexing.
In its simplest form, direct indexing is copying an index with single stock holdings, rather than purchasing an index tracker fund or ETF. This is not a new strategy.
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