IFP Insights

Personal Indexing is a form of indexing that allows us to “unwrap” the fund structure of an ETF and invest directly in the underlying stocks. This “unwrapping” allows for a broad range of customization choices to be implemented for clients while retaining fidelity to the spirit of indexing.

Personality type assessments, such as Enneagram, have gained popularity in recent years - but did you know they could clue you into how you invest your money?

Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.