Vestmark Launches Index-based SMA Strategies, Pointing Way to Direct Indexing Rollout

Portfolio management and trading platform Vestmark has launched six separately managed account investment strategies, a move that represents the technology firm’s first foray into asset management. It’s a step toward direct indexing, but a small one. “This is just a thematic index that you deliver in an SMA,” said Neil Bathon, founder and partner at FUSE Research. 

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Article published on January 27, 2023