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Case Study

“Outsourcing key operational and technical components to an organization that can add incremental resources as we grow is a great advantage.”

“Outsourcing key operational and technical components to an organization that can add incremental resources as we…

“Outsourcing key operational and technical components to an organization that can add incremental resources as we grow is a great advantage.”

Advent Revenue Center
Pages 2 Pages

In recent years, direct indexing has gained traction as an alternative for investors who want to replicate the performance of a specific index, but exercise greater control over the holdings in their portfolios. First Trust Direct Indexing (previously Veriti Management LLC prior to its acquisition by First Trust Capital Partners LLC in 2022) was one of the early specialists in this growing subset of asset management and use their proprietary software to implement their direct indexing strategies. Since its inception in 2018, First Trust Direct Indexing has relied on SS&C Advent for investment management technology and operational support.

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