What is Direct Indexing?
Benchmark Replication

Seeks to replicate the exposures of a benchmark while holding individual securities in a portfolio through a Separately Managed Account.
Portfolio Optimization

Provides optimized portfolios, sensitive to after-tax returns, while personalizing to reflect a client's investment goals.
Portfolio Personalization

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?

Investment Process

Personalize your Portfolio
Optimize your Exposure
Potential to Maximize After-Tax Returns
Tax-Advantaged Investing
FT TAX-ADVANTAGED STRATEGY SIMULATOR

Enhanced After-Tax Returns
Tax-Efficient Transitions of
Appreciated Securities
RESPONSIBLE INVESTING

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.
Contact Us
To ask a question or to schedule a demonstration of our direct indexing solutions please call or fill out the form below.
Location:
33 Arch Street, Suite 1700, Boston MA 02110
Email:
DirectIndexSales@ftadvisors.com (Sales) Operations@ftdirectindexing.com (Operations)
Call:
(866) 848-9727