O'Shaughnessy's Catherwood on Direct Indexing Benefits

O'Shaughnessy's Catherwood on Direct Indexing Benefits

Assessment

Interactive Video

Business

University

Hard

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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.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What trends in investing does the speaker believe custom indexing is addressing?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways does the text suggest that technology impacts the costs associated with investing?

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