ETFs compete with just about everything, including mutual funds, options, derivatives, and even single security investing. Another competitor is direct indexing, which means investing in a customized portfolio directly -- bypassing the fund's "wrapper" altogether. 

On this week’s Trillions, Joel and Eric sit down with Brian Langstraat, the CEO of Parametric, the largest direct indexing provider. He explains what direct indexing is, who it's best for, what the benefits and drawbacks are, and why it isn’t really an “ETF killer,” as some have claimed. Morgan Barna of Bloomberg Intelligence joins the discussion as well.

<p>ETFs compete with just about everything, including mutual funds, options, derivatives, and even single security investing. Another competitor is direct indexing, which means investing in a customized portfolio directly -- bypassing the fund's "wrapper" altogether. </p><p>On this week’s Trillions, Joel and Eric sit down with Brian Langstraat, the CEO of Parametric, the largest direct indexing provider. He explains what direct indexing is, who it's best for, what the benefits and drawbacks are, and why it isn’t really an “ETF killer,” as some have claimed. Morgan Barna of Bloomberg Intelligence joins the discussion as well.</p>

Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and delight you in the process.

Joel Weber and Eric Balchunas demystify the world of exchange-traded funds, or ETFs.

Trillions

Is Direct Indexing Coming for the ETF?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/818b38f2-4ca1-4a86-8266-ae3c002d68d1/transcript

Advertisement