Minding Your “P’s”: How To Evaluate A Direct Index Provider
Financial Advisor, April 18, 2023
Kevin Maeda, Chief Investment Officer for Direct Indexing at Natixis Investment Managers Solutions, shares the three “P's” – people, process, performance – of manager due diligence to consider when evaluating direct index providers.
Read the full story here.
Kevin Maeda, Chief Investment Officer for Direct Indexing at Natixis Investment Managers Solutions, shares the three “P's” – people, process, performance – of manager due diligence to consider when evaluating direct index providers.
Read the full story here.
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