Personalization is the next frontier
Investors are increasingly interesting in personalising their portfolios and if it were possible to do so as simply as changing a side on a restaurant order 43% would be likely to do so, 48% would be somewhat likely.
The reasons they want more control is to optimize tax liabilities and to align investments with their own values.
Direct indexing is of growing interest along with long-term trends and macro themes, while almost half of ETF investors are interested in ESG-only portfolios.
“While their appetite for ETFs remains robust, ETF investors are also interested in exploring ways to tailor their investments to their personal situations, goals and preferences,” said Botset. “For some, personalization goals can be met by investing in ETFs that align with their preferences, but for others, new solutions such as direct indexing may offer a more refined approach to meeting their investment and personalization objectives.”
Again, millennials are most likely to be interested in personalising their ETF portfolios.
