86.5%
93.5%
Describe direct indexing as "important" to portfolio construction
Leverage alternative strategies as a way to manage risk exposure and hedge against volatility
TOP REASONS FOR RISING DEMAND
Direct Indexing
Alternatives
01
02
03
01
02
03
Improve after-tax outcomes
Enhance diversification
Add customization capabilities
Manage risk eposure and downside protection
Offset volatility
Maximize return potential
IN-DEMAND PORTFOLIO SOLUTIONS WITH RELEVANCE DURING UNCERTAINITY