Direct indexing assets have more than tripled in four years — from $363 billion in 2021** to $1.2 trillion in 2025† — growing faster than ETFs and mutual funds.
The driver is clear: Today’s mass-affluent investors, especially Millennials and Gen Z, want personalized, values-aligned portfolios that a typical ETF is generally not designed to deliver.
This fact sheet covers Apex’s full direct indexing suite — including strategies, key benefits, and the management tools that make offering it at scale more practical than you might expect.
