Custom Indexing is THE Investing Mega Trend of 2021.
By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients. Standard indexes have a single methodology; one ruleset dictating what they own and how they rebalance. Standard indexes are “one size fits all.” Like standard indexes, Custom Indexes also invest and rebalance according to a defined methodology. But with Custom Indexes, the methodology is personalized ...
source https://thereformedbroker.com/2020/12/14/custom-indexing-is-the-investing-mega-trend-of-2021/
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source https://thereformedbroker.com/2020/12/14/custom-indexing-is-the-investing-mega-trend-of-2021/
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