Direct Indexing Poised rau 'Thiab muaj zog' Inflows: Cerulli

Cerulli Associates tau tshaj tawm nws lub xyoo thib ob ntawv dawb commissioned los ntawm Parametric Portfolio Associates, npaj cov cuab tam hauv kev ntsuas ncaj qha kom loj hlob ntawm tsib xyoos CAGR ntawm 12.3% kom ncav cuag $ 825 lab los ntawm 2026.

Daim ntawv tshaj tawm, uas yog tsom rau cov kws pab tswv yim nyiaj txiag, kwv yees ncaj qha indexing yuav los sawv cev ib feem peb ntawm cov khw muag khoom cais nyiaj los ntawm 2026, tau tsav los ntawm cov neeg muaj txiaj ntsig nrog $ 2 lab txog $ 3 lab hauv cov cuab tam.

Tus Thawj Saib Xyuas Kev Tshawb Fawb Tom O'Shea, yog ib tus kws sau ntawv tshaj tawm, hais tias muaj "kev lag luam loj heev" pabcuam rau cov neeg siv khoom uas tuaj yeem tau txais txiaj ntsig los ntawm cov khoom lag luam vim lawv cov kev xav tau se, sau tseg tias tus nqi kwv yees yog " aggressive” piv rau lwm cov peev tsheb xws li cais cov nyiaj thiab ETFs.

O'Shea tau piav qhia txog qhov ntws mus rau hauv kev ntsuas ncaj qha nyob rau ob mus rau peb lub xyoos dhau los li "muaj zog heev," ceeb toom tias txoj hauv kev rau lub tswv yim tau ua kom zoo me ntsis los ntawm kev nce ntawm robo advisors, xoom-commission lag luam thiab fractional share trading. Txawm li cas los xij, tsis muaj kev paub ntau ntawm cov kws pab tswv yim, raws li O'Shea.

"Qhov peb pom - uas yog qhov txaus nyiam - yog qhov kev paub tsawg heev ntawm cov khoom ntawm cov kws pab tswv yim uas tsom cov neeg siv khoom nrog txog $ 1 lab hauv cov peev txheej," nws hais, hais tias tsuas yog 14% ntawm cov kws pab tswv yim tau paub txog kev ntsuas ncaj qha.

Nrog rau cov tuam txhab loj xws li BlackRock, Charles Schwab thiab Morgan Stanley nkag mus rau hauv qhov chaw, O'Shea ntseeg tias tab tom yuav hloov pauv raws li cov tuam txhab lag luam ua lag luam lub tswv yim aggressively.

 

 

Nyob rau hauv ib daim ntawv ntsuam xyuas Cerulli investor cais nyob rau hauv daim ntawv dawb, ntawm $ 2 lab mus rau $ 5 lab ntawm cov peev txheej peev txheej, 74% ntawm cov tub ua lag luam pom zoo tias ib tus as-qhauj yuav tsum txo lawv cov nqi se los ntawm kev siv lub tswv yim them se, O'Shea tau hais. Tab sis nws sau tseg tias thaum cov khoom muaj nqis tshaj $ 5 lab, 100% ntawm cov tub ua lag luam pom zoo nrog cov lus ntawd.

"Cerulli tsis ntseeg ultra-tsawg-tsawg qhov ntsuas ncaj qha ncaj qha kev daws teeb meem yog cov txiv hmab txiv ntoo zoo tshaj plaws rau cov khoom lag luam nthuav dav hauv lub sijhawm luv," tsab ntawv ceeb toom hais txog cov tub ua lag luam nrog cov cuab tam qis dua $ 2 lab.

Daim ntawv dawb tshawb nrhiav tsib daim ntawv thov sib txawv rau kev coj ncaj qha indexing, suav nrog kev sau se-tsawg, tawm hauv cov haujlwm tseem ceeb heev, npaj kev pub dawb, ntxiv ntau qib ntawm ESG nqis peev rau cov ntaub ntawv thiab tsim cov txheej txheem cov nyiaj tau los.

Daim ntawv tshaj tawm txawm hais txog ib tus kws pab tswv yim tsis muaj npe uas tsis txaus siab ncaj qha indexing ua qhov tseem ceeb.

Nws tau hais tias "Kuv poob siab qhov no tau pib dhau los ua qhov tseem ceeb, vim kuv xav tias kev siv qhov ntsuas ncaj qha tam sim no pab kuv sawv ntawm kuv cov phooj ywg," nws hais.

 

Hu rau Heather Bell ntawm [email tiv thaiv]

Cov Dab Neeg Pom Zoo

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