Personalized Investing Portfolios: Unlock the Greatest Potential

Last year, I wrote about direct indexing, a lesser-known investment approach that has begun to overtake both ETFs and mutual funds in investor adoption. One feature of this approach that traditional ETF or mutual fund structures do not offer is personalization.

Our current financial environment is full of fear of recession and inflation. Today’s investors of all experience levels are looking for investment strategies that not only combat market volatility, but also address their personal and financial values. Consumers are looking for personalization in most aspects of their lives. 2021 McKinsey study (opens in a new tab) found that consumers not only want personalization, but are demanding it more than ever, especially in the wake of Covid-19 and the rise of digital behavior beyond 2020.

Advisors expect more clients to want to personalize portfolios


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