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Alternative Market Briefing

Optimal Asset Management rolls out direct indexing services through Factor Allocator platform

Wednesday, August 22, 2018

Laxman Pai, Opalesque Asia:

Optimal Asset Management has launched a direct indexing service for institutional investors and investment advisors. The indices available for direct indexing are S&P Dow Jones Indices' flagship S&P 500, S&P MidCap 400, S&P SmallCap 600 and select factor indices.

The asset management and financial technology firm headquartered in Los Altos said in a press release that since launching in 2012, Optimal Asset Management has emerged as a leader in the democratization of investment technology and practice.

Adding direct indexing services through Factor Allocator, a comprehensive platform which was introduced in 2017, is Optimal Asset Management's latest phase in delivering institutional grade solutions to pension funds, family offices and investment advisors to whom such solutions were previously out of reach.

The press release quoted Vijay Vaidyanathan, Chief Executive Officer at Optimal Asset Management saying that Factor Allocator now packages the tax efficiency and customization offered by direct stock ownership in separately-managed client accounts, with unparalleled ease of use for the benefit of a broader universe of market participants.

Direct indexing is a modern, breakthrough approach to index investing. Instead of ownership through a pooled intermediary, the investor directly holds the exact proportion of underlying securities that make up the index, using fractional shares as needed.

"The availability of S&P ......................

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