- The Rollup
- Posts
- Direct Indexing - Unlocking Tax Savings
Direct Indexing - Unlocking Tax Savings
Matt Ober
October 05, 2023
Was this email forwarded to you? Sign up here
Direct Indexing has been a product that advisors have offered to clients to customize exposures and unlock tax savings. Now this is available directly to consumers via FREC.
The ETF and Direct Indexing markets are huge—with trillions of dollars in invested assets across the two paradigms. Direct indexing in particular is growing quickly—projected to be around $800 billion by 2026 according to a recent Cerulli report. Frec has been quietly building out its technology stack to make these capabilities available for financial-savvy investors. We at Social Leverage are excited to be investors.
Frec plans to capture a significant amount of the direct indexing market in the long term, as well as compete against new funds that might have otherwise been invested in ETFs. Frec also has two other products today, Frec Treasury and portfolio line-of-credit.
Kyathi Dalal from the Benzinga team has a great article out talking further about the product launch!
Reply