What Is Direct Indexing?
You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.
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investing philosophy
Passive Vs. Active Investing
This whitepaper examines the differences, risks and benefits of passive versus active investments, as well as the factors driving the continuing investor preference for passively managed strategies. We’ll discuss why investing in an all-passive mix does not remove all decisions that an investor needs to make with regard to their portfolio. Finally, we’ll review the guidelines we use at Parsec Financial to determine an optimal mix of active and passive investments.
