Talk Your Book: How Custom Indexing Works

30 snips

Sep 8, 2025

Ehren J. Stanhope, Chief Investment Strategist at Canvas Custom Indexing, delves into the evolution of investment products and the transformative power of custom indexing. He emphasizes how 2019 marked a pivotal change, enhancing accessibility for financial advisors. The discussion highlights strategies for managing concentrated portfolios during market volatility and the crucial role of education regarding custom indexing. Stanhope also details the integration of technology in financial advisory, which significantly impacts personalized investment management.

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ADVICE

Train Advisors On Platform Trade-Offs

Invest time in advisor training because custom indexing platforms have many investment and operational layers.
Teach advisors the trade-offs of tax budgets and tracking-error so they can set appropriate client parameters.

INSIGHT

Platform Is More Than Index Replication

Canvas is evolving beyond simple index replication into model management across many strategies and asset types.
The platform now includes factor, income, defensive equity, managed options, and individual bonds.

ADVICE

Use Templates To Scale Customization

Use templates and scalable toggles (tax budgets, tracking error, ESG) to customize many accounts efficiently.
Implement platform features firm-wide to get the operational and tax benefits at scale.

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