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More Than Tax Efficiency: Turn Direct Indexing Into a Growth Engine
Move beyond tax efficiency to deliver more personalized, high-value client outcomes.
How Leading Advisors Turn Direct Indexing Into a Growth Strategy
Most advisors see Direct Indexing as a tax tool, but that is only part of the story. The biggest benefits come when it becomes part of how you run your business and not just something you offer.
In this guide, you’ll see how leading advisors are making that shift by using Direct Indexing to create better client experiences, differentiate their approach, and grow their practice.
Access the advisor framework.
What you'll learn:
- Why many advisors aren’t getting the most out of Direct Indexing and how to fix it
- How to segment your clients to focus on your most valuable relationships
- Ways to go beyond tax savings and improve the client experience
- How top advisors use Direct Indexing in real scenarios
- A practical approach to making it part of your practice
Want to learn more?
Contact your Northern Trust Asset Management Market Leader at 855-353-9383.
Before investing, carefully consider the investment objectives, risks, charges, and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest.
The FlexShares ETFs, registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 are distributed by Foreside Fund Services, LLC, not affiliated with Northern Trust. The Northern Trust ETFs, registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust. FlexShares ETFs, and Northern Trust ETFs, (the “Funds”), are managed by Northern Trust Investments, Inc.
All investments are subject to numerous risks, including possible loss of principal. Fund returns may not match the return of the respective indexes. The Funds are subject to the following principal risks: asset class; authorized participant; calculation methodology; commodity; concentration; counterparty; currency; derivatives; dividend; emerging markets; Environmental, Social, Governance (ESG); equity securities; financial sector; fluctuation of yield and principal payment risk; foreign securities; fund termination risk; geographic; high portfolio turnover; income; industry concentration; inflation; infrastructure-related companies; interest rate; issuer; liquidity; large cap; management; market; market trading; mid cap stock; MLP; momentum; municipal investment risk; municipal market volatility risk; natural resources; new funds; non-diversification; passive investment; privatization; securities lending; small cap stock; tax liability risk; tracking error; value investing; and volatility risk. A full description of risks is in the prospectus.
Individual investors should contact their financial advisor or broker dealer representative for more information on the Funds.
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee
All registered investment companies are obliged to distribute portfolio gains to shareholders at year-end regardless of performance. Trading ETFs will also generate tax consequences and transaction expenses. The information provided is not intended to be tax advice. Tax consequences of dividend distributions may vary by individual taxpayer.