Majority of hnw advisors remain unfamiliar with direct indexing, finds survey from parametric and cerulli

Seattle--(business wire)--parametric portfolio associates llc (parametric), the leading direct indexing provider, today released findings from a survey of advisors serving high-net-worth (hnw) investors. sponsored by parametric and conducted by cerulli associates, the survey revealed that even though direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, the majority of advisors surveyed were unfamiliar with the strategy despite embracing the most val
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