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Articles written by Josh Levin, Guest Columnist


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Josh Levin: 'I have bet my career on direct indexing as the paradigm-shift-to-end-all in the world of investing.'

With the action at Motif, Folio and Parametric as exhibits, RIAs may be on the verge of buying investments more like Spotify music, less like CDs

Schwab and Goldman Sachs made direct-indexing purchases and Parametric wildly raked in direct-indexing assets. Added to zero commissions, an ESG revolution and better software, RIAs may be able to cheaply and effectively become smart-beta indexers

June 22, 2020 at 8:01 PM

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