O'Shaughnessy's Catherwood on Direct Indexing Benefits

The video discusses Canvas, a custom indexing platform for advisors, highlighting its ability to customize portfolios at scale. It addresses compliance issues, investment options, and the target audience, emphasizing that the platform is not for retail investors. The discussion covers market trends, cost implications, and the impact of technology on fees. The video concludes with insights into the growth and future potential of direct indexing, supported by Canvas's rapid expansion since its 2019 launch.

What is the primary function of the Canvas platform for advisors?

• To offer a platform for trading cryptocurrencies

• To allow advisors to create and manage customized portfolios

• To provide retail investors with direct access to stock markets

• To serve as a social media platform for financial advisors

Who is the Canvas platform primarily designed for?

• Retail investors

• Financial advisors

• Cryptocurrency traders

• Real estate agents

What are the three big trends in the investment industry mentioned in the transcript?

• Expensive, active, and complex

• Cheap, passive, and simple

• High-risk, high-reward, and volatile

• Stable, secure, and predictable

What is one of the advantages of custom indexing over traditional ETFs?

• Increased market volatility

• Higher management fees

• Limited investment options

• Tax loss harvesting benefits

How has the Canvas platform grown since its launch?

• It has decreased in popularity

• It has remained stagnant

• It has only attracted a few users

• It has grown rapidly with significant asset accumulation