The Direct Indexing Market Map

July 2024 version

I published the June version of the direct indexing market map last week on LinkedIn.

This version incorporates another round of public and private comments.

I want to know if market demand matches this enormous investment.

My latest thinking is… sorta?

There appears to be a “sweet spot” investor profile ideally suited to direct indexing. Somewhere between $1 MM and $5 MM account size.

This is a nuanced issue and will be the subject of my next long-form piece in a week or so.

Until then, my LinkedIn has more incremental detail, including a new piece today.