Today’s Talk Your Book is brought to you by Orion.
Michael and I spoke with Rusty Vannemen, Chief Investment Officer at Orion.
We discuss:
- The rise of direct indexing
- How direct indexing works
- The coming boom in portfolio customization
- How zero commissions opened the door for direct indexing
- Will direct indexing take share from ETFs?
- How directing indexing make ESG better
- How tax loss harvesting works
- Why financial advisors will fall in love with direct indexing
- Recreating investment strategies with direct indexing
- How direct indexing opens up more investment options
- The importance of education with direct indexing
- How direct indexing helps with legacy positions
- How do financial advisors use direct indexing?
- Using directing indexing to manage risk
- How big can direct indexing get?
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