Evolving Investment Strategies

This chapter examines the transformation of an investment firm from focusing on indices to offering a comprehensive range of client-centric investment solutions, with an emphasis on factor investing. It discusses the rising importance of Outsourced Chief Investment Officers (OCIOs) and the trend of personalized investment strategies tailored to individual values through advancements in technology. Additionally, the chapter highlights the dynamic interplay between indexed and actively managed funds, showcasing the significance of responsible private market access and the role of direct indexing.