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Direct Indexing strategies

10 documented Direct Indexing strategies from our reference catalogue of 20,000 — names, logic and sources. Catalogued here, tested honestly, and — usually — buried in the graveyard.

Direct indexing $1T+ AUM
IndustryLong
Direct indexing $1T+ AUM 2026
Source: encyclopedia
Fidelity Index Cap
NamesLong
Fidelity Personalized Direct Indexing
Source: encyclopedia
Fractional shares enabling
IndustryLong
Fractional shares enabling DI
Source: encyclopedia
Frec lower-cost DI
NamesLong
Frec lower-cost direct indexing
Source: encyclopedia
O'Shaughnessy Aperio
NamesLong
Aperio (BlackRock acquired) DI pioneer
Source: encyclopedia
Parametric Eaton Vance
NamesLong
Parametric Portfolio Associates Morgan Stanley
Source: encyclopedia
Schwab Personalized Indexing
NamesLong
Schwab Personalized Indexing
Source: encyclopedia
Tax-loss harvesting custom
IndustryLong
Tax-loss harvesting custom indexing
Source: encyclopedia
Vanguard Personalized Indexing
NamesLong
Vanguard Personalized Indexing
Source: encyclopedia
Wealthfront direct indexing
NamesLong
Wealthfront direct indexing $100K+
Source: encyclopedia

An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.