83%
68%
Describe direct indexing as "important" to portfolio construction
Plan to increase and maintain exposure to alternatives over the next three years
CRITICAL STRATEGIES WITH HIGH GROWTH POTENTIAL
TOP REASONS FOR RISING DEMAND
Direct Indexing
Alternatives
01
02
03
01
02
03
Improve after-tax outcomes
Add customization capabilities
Exit concentrated positions
Enhance diversification
Manage risk
Offset volatility
