What is Direct Indexing?
Seeks to replicate the exposures of a benchmark while holding individual securities in a portfolio through a Separately Managed Account.
Provides optimized portfolios, sensitive to after-tax returns, while personalizing to reflect a client's investment goals.
Offers exposure to an intitial benchmark based on factor tilts or personal values while keeping tracking error in line with a specified target.
Mutual Funds, ETFs, and Direct Indexing - What's the Difference?
Optimize your Exposure
Personalize your Portfolio
Potential to Maximize After-Tax Returns
FT TAX-ADVANTAGED STRATEGY SIMULATOR
Enhanced After-Tax Returns
Tax-Efficient Transitions of
First Trust Direct Indexing provides comprehensive and flexible options to allow your portfolio to reflect your values.
An Alignment of Strengths
Over its 30-year history, First Trust has worked alongside financial professionals to provide tools, resources, and trusted investment products, many of which are designed to minimize the effect taxes have on a portfolio. In July 2022, First Trust expanded on this mission by adding an affiliate, First Trust Direct Indexing L.P. (formerly Veriti Management LLC), a direct indexing asset technology company that delivers customized investment solutions with more opportunity for tax-efficiency and values-based personalization. This combination of strengths provides a platform that allows advisors to align the investment objectives, values, and interests of their clients with tried-and-true methodologies offered by First Trust and its affiliates.
To ask a question or to schedule a demonstration of our direct indexing solutions please call or fill out the form below.
33 Arch Street, Suite 1700, Boston MA 02110
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