The race to build hyper-personalised investing
Direct indexing is taking off, but how far can it scale?
For decades, the world of finance has been preoccupied with how investments can be bundled. Mutual funds, structured products and exchange-traded funds (ETFs) are just some of the formats on offer. Now the industry has a new form of packaging.
“Technology is the new wrapper,” says Erkko Etula, the co-founder and CEO of direct indexing start-up Brooklyn Investment Group.
Etula is one of a band of financiers, quants and technologists who believe the second wave of a revolution is underway within the
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