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This new report from Morrow Sodali offers a clear and easily digestible look at the new investment vehicles of direct and custom indexing.
It covers:
- 3 key areas companies will need to be mindful of, including ownership profile shifts
- The origins of direct and custom indexing as the newest entrants to the portfolio management toolbox
- Examples of how direct indexing has been driving increased M&A within asset management providers
- Retail investor trends
- And more!
Read it below for free!
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