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Vanguard s Approach to Direct Indexing

Head of Vanguard Personalized Indexing Emily LeStrange speaks on where direct indexing fits into an advisor's practice.

United statesSloan schoolEmily lestrangeVanguard equity index groupVanguard global investment committeeSociety of philadelphiaUniversity of notre dameVanguard quantitative equity groupSloan school of managementVanguard flagship servicesVanguard personalized indexing emily lestrangeVanguard personalizedManager oversightInvestment management fintech strategiesCorporate strategyXchange traded funds

The reality of direct indexing

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.

Daniel burkeEmily lestrangeCerulli associatesInvestment strategiesTax planning

Head of Vanguard Personalized Indexing | Financial Planning

Emily LeStrange, CFA, CFP®, is the head of Vanguard Personalized Indexing. LeStrange's team is responsible for the strategy, service and distribution of Vanguard's personalized indexing offer for financial advisors.

United statesSloan schoolEmily lestrangeSociety of philadelphiaVanguard flagship servicesVanguard global investment committeeVanguard quantitative equity groupUniversity of notre dameVanguard equity index groupSloan school of managementVanguard personalizedManager oversightEquity index groupQuantitative equity groupGlobal investment committeeFlagship services