Direct indexing survey brochure 2026

2026 Direct indexing survey summary

The future is now Direct indexing joins the mainstream

1 Adoption gains momentum, led by large firms and younger advisors 5

2 Direct indexing emerges as a competitive necessity 7

3 Platforms score highly for satisfaction, amid major education opportunity 9

4 Operational challenges are a hurdle to clear for future growth 11

2026 FTSE Russell direct indexing survey 2

In modern wealth management, personalization at scale and enhanced after-tax returns are highly valued outcomes. For those reasons, direct indexing is growing fast as a solution for advisors to offer clients.

In our third annual survey of advisors’ use of direct As a provider of indexes and data to both the largest and emerging wealth indexing, we identify the platforms, with approximately $175 bn in direct indexing assets linked to our solution’s emergence into indexes spanning US and international equities including local securities and the mainstream of wealth ADRs, FTSE Russell is in a strong position to see how the direct indexing market is growing and evolving. Our years of experience and leadership in direct indexing management.” allow us to offer insights into the new opportunities it’s bringing to the wealth management community. In our third annual survey of advisors’ use of direct indexing, we identify the solution’s emergence into the mainstream of wealth management. We explore Adam Gebler Mike DiSanti where adoption is happening fastest, the most valued features and capabilities, Americas Head of Wealth, Index Sales Specialist, and remaining challenges to further use in client portfolios. FTSE Russell FTSE Russell

2026 FTSE Russell direct indexing survey 3