Fast developing financial technologies and the growing appeal of direct indexing are paving the way for the increased appeal and access to socially responsible investing among financial advisers and institutional investors. According to new research by quantitative technology provider SigTech, ...

The October edition kicks off with the big news that Franklin Templeton is acquiring O’Shaughnessy Asset Management and its Canvas direct indexing platform, as yet another traditional asset manager makes a bet that the future will be increasingly driven by ...

Franklin Resources Inc. will purchase O’Shaughnessy Asset Management, making it the latest money manager to strike a deal for a customized index business.  With the acquisition, Franklin Templeton, as the asset manager is known, will add O’Shaughnessy’s $6.4 billion in ...

This month’s edition kicks off with the big news that Vanguard has apparently decided that direct indexing is the future, making its first-ever external acquisition of direct indexing platform JustInvest after an initial pilot program with RIAs quickly brought in ...

If you’re a financial adviser who is not yet familiar with the concept of direct indexing, you are dangerously close to falling behind the curve. Seemingly from out of nowhere, and riding on a wave of zero-cost trading platforms, the ...

What does it say when the world’s second-largest asset manager and pioneer of index funds makes a move into direct indexing? Vanguard Group Inc.’s recent acquisition of the direct indexing company Just Invest cannot be viewed in isolation. When taken ...

Vanguard has entered into a definitive agreement to acquire Just Invest, an Oakland, California-based manager of $1 billion known for its direct indexing capabilities. “Just Invest’s capabilities in large-scale data analysis, quantitative algorithms and risk modeling will augment Vanguard’s $3 ...

This month’s edition kicks off with the big news that Zoe Financial has raised a $10 million Series A round to accelerate its lead generation service for advisers, as the pandemic hastens the consumer shift away from finding a local ...