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Patrick O'Shaughnessy on the Next Big Thing in Passive Investing

Odd Lots

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The Rise of Custom Indexing

This chapter discusses the trend of customization in index investing, showcasing a unique platform that allows users to create tailored indices based on personal preferences. The speakers share examples of how various factors, such as tax implications and ethical considerations, influence investment choices, highlighting the innovative capabilities of the technology. It further examines the competitive landscape of custom indexing, its impact on traditional investment strategies, and the role of advanced analytics in shaping the future of passive investing.

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