Enhanced indexing is a strategy to boost returns on a portfolio or index by blending passive and active management elements.

Mid-cap stocks are large enough to have survived the startup phase but small enough to grow meaningfully. The challenge is ...

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation NTRS, has announced ...

Last spring, I wrote about the investment strategy of direct indexing, which involves buying an equity index directly rather than through a fund. (Technically, direct indexing usually samples a ...