When looking at a direct indexing portfolio, it is important to understand the predicted tracking error. This article describes why this metric is useful for your clients, and can help them understand how predicted tracking error differs from tracking difference and tracking error.

30 years of innovation have made possible the next step in investing for your clients: Schwab Personalized Indexing™. Learn more about this evolutionary strategy from Schwab Asset Management CEO Omar Aguilar, PhD.

Omar Aguilar, PhD, CEO of Schwab Asset Management, shares his views on the growth of direct indexing solutions and addresses key advisor questions around tax optimization and portfolio implementation. He also explains why personalization can be a powerful tool in establishing an investor’s perception of value – and how personalized strategies such as direct indexing can help keep clients invested.