Making Passive Investing Personal

More and more people are discovering the benefits of passive (index) investing. For many, passive investments form the core of their holdings, helping reduce overall portfolio risk by adding broader market exposure to complement the individual securities--the active holdings--they and their advisor have selected. 

Passive investors often turn to exchange-traded funds (ETFs) that track an index, such as the S&P 500® or the Barclay’s US Aggregate. For most investors, this is fine. They get all the stocks or bonds in that index, indirectly leaving the decision of what’s in their portfolios to the index provider.

But what if your clients aren’t like most investors? What if they want passive exposure but don’t want to settle for someone else’s idea of what it should be? What if they want more control?

This guide explores how you can help your clients gain personalization, flexibility and choice in their passive investments by:

  • Building custom exposure
  • Funding with cash or securities 
  • Gifting individual securities
  • Escaping concentrated positions
  • And more!


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