Direct Indexing Flipcards

We understand the challenges you’re facing to meet the needs of your clients. Here we show how Direct Indexing can help you address these challenges and support your business.

 

 
Challenge:

The individual investor is changing and wants more control, with a personalized portfolio that’s all their own.

 
Use

Direct Indexing Solutions can be used to help construct portfolios that are customized to fit unique investment goals.

You can use Direct Indexing for personalized portfolio construction that is easy to explain from inception to impact. Creating a more sophisticated and engaged way of investing that gives your client more control.

 
Challenge:

Gender diversity matters most to your client and they want their portfolio to reflect their D&I values.

 
Use

Expressing personal views is simplified with Direct Indexing because you can select criteria to align with your client’s preferences.

There are almost limitless combinations of securities that can be adapted as your client’s objectives change. Whatever is important to them, you can use our Direct Indexing Solutions to help you reflect your client’s choices. Whether their interests are big and broad or focused and nuanced, Direct Indexing Solutions enable you to explore new personalization opportunities.

 
Challenge:

Climate and ESG considerations are becoming increasingly important components of personalized investment goals.

 
Use

Direct Indexing Solutions can enable you to build a portfolio that’s tailored to specific ESG and climate criteria.

When it comes to ESG and Climate, our dedicated MSCI ESG Research teams1 are leaders in their areas of expertise. Our robust range of data and global indexes can be used to support your personalized direct indexing activities.

 
Challenge:

You’re interested in how Direct Indexing can help your business but are concerned about the complexity.

 
Use

Direct Indexing Solutions enable you to streamline the investment experience, offering greater transparency and choice.

It provides value for your business because it’s a straightforward way of providing scalable customization to your clients. It allows you to focus on your client’s investment aspirations, without compromising on the service you’re offering them, deepening relationships and encouraging client loyalty.

 
Challenge:

You require robust data and indexes to provide better informed investment choices to your clients.

 
Use

MSCI is a global leading provider of Indexes, Analytical Tools and Data across asset classes.

Our solutions are anchored to our trusted foundation indexes. Everything we offer is powered by robust research and supported by rigor, with a consistent and transparent methodology so you can provide better data and insights for your clients.

 
Challenge:

My business is set to grow. I need flexibility.

 
Use

Direct Indexing solutions offer you efficiency as your business scales up.

We provide flexibility with 24-hour service, adapting as the market evolves, so however your client’s needs change, we can help you. We can deliver custom indexes around your criteria or provide our toolkit enabling you to develop solutions that optimize portfolios, provide risk management and measure performance.


Direct Indexing- Contact us

 

If you’d like to know more, get in touch

If you’re interested in finding out more about how Direct Indexing can help your business, please get in touch today and we’ll be happy to take you through our solutions.

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Direct Indexing Hacks Related Content

Direct Indexing Hacks footnotes

 

1 MSCI ESG Ratings, research and data are produced by MSCI ESG Research LLC, a subsidiary of MSCI Inc. MSCI ESG Indexes, Analytics and Real Estate are products of MSCI Inc. that utilize information from MSCI ESG Research LLC. MSCI Indexes are administered by MSCI Limited (UK).