Direct Indexing: Not just for Institutions Anymore

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Direct Indexing is gaining traction as an attractive equity investment alternative to many different types of investors, beyond the traditional large institutional class. Direct Indexing is simple, cost-efficient and offers…

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Optimal at the 6th Annual ETF Conference

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The growth of factor investing in the institutional investor space continues. Optimal Asset Management recently returned from a great trip to Toronto and Montreal. Our CEO, Vijay Vaidyanathan, spoke on…

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