Interactive Brokers Launched Custom Indexing for Registered Investment Advisors

Interactive Brokers (IBKR) today announced the launch of Custom Indexing for Registered Investment Advisors (RIAs), a new direct indexing solution that enables RIAs to personalize client portfolios.

Custom Indexing allows RIAs to create custom portfolios for their clients that directly hold the underlying securities of an index rather than purchasing a traditional index fund. This approach provides several benefits, including the ability to customize portfolios to align with specific investment objectives, as well as include or exclude specific stocks based on ESG preferences and other factors. Unlike traditional ETF investing, Custom Indexing does not have an expense ratio and comes with low minimums, allowing RIAs to customize and personalize investing to their clients' needs.

RIAs using Custom Indexing through Interactive Brokers will have access to a wide range of index options, including popular indices and ETFs such as the S&P 500 and the NASDAQ 100. They can fine-tune their portfolios by adjusting the weightings of individual securities within the index.

Custom Indexing through Interactive Brokers lets RIAs:

· Create and customize direct index models based on a curated list of ETFs

· Modify target weights or use custom rules that support user-defined and ESG-related exclusion lists

· Overweight or underweight stocks on a variety of financial metrics

About Interactive Brokers

Interactive Brokers is a brokerage firm that was founded in 1977. In January 2023, Interactive Brokers began its 46th year as a broker/dealer. Interactive Brokers offers a wide range of financial products and services to its clients, including stocks, options, futures, forex, bonds, and mutual funds.

Interactive Brokers is headquartered in Greenwich, Connecticut and has 2,850+ employees in its offices in the USA, Canada, the United Kingdom, Ireland, Switzerland, Hungary, India, China (Hong Kong and Shanghai), Japan, Singapore, and Australia. IBKR is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world. The firm is known for its low commissions and advanced trading platform, which allows clients to trade on over 135 markets in 33 countries.

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