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Institutional Direct Indexing
ENHANCED PRIVATE INDEXING FOR AFFLUENT INVESTORS

Top 11 Reasons Traditional Investors Don’t Do Well

Linden Thomas & Company - The Truth About Indexing
  1. Pooled market capitalization (cap) mutual funds – market cap index funds and ETFs remove stocks after they fall below the strategy's market cap standards, which is often too late. As a result, the negative impact to investors can be significant.
  2. Pooled ownership – when invested in mutual fund or ETFs, investors are subject to small investor down market redemptions that not only impact results, but increase costs.
  3. Hidden fees – mutual funds and ETFs not only charge expense ratios, but also trading fees and clearing costs, which can add up to significant annual costs.
  4. High advisor fees – industry advisor costs can range between .75% and 1.50%, and may not include the hidden costs of mutual funds.
  5. Portfolio deployment – poor portfolio structure can include overlap and fail to meet direct income, risk, and growth needs.
  6. Poor portfolio quality – when a portfolio is structured without quality equities and yield-focused bonds.
  7. Pricing disadvantages – in most of the industry's top bond funds there are often low yield to maturity bonds, which after fees may offer no net income value.
  8. Over concentration – too much concentration on sectors with high risk.
  9. Behavior – poor advisor or investor discipline can kill even the best results.
  10. Expectations – having the right insights on outcomes is important since it helps to identify areas of the portfolio that will fail to meet your goals.
  11. Cookie cutter portfolios – portfolios that are not tailored to meet an investor's specific needs.
*Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. An investor should carefully read and review all information provided by Linden Thomas Advisory Services, LLC (“Linden Thomas”), including, the Form ADV, Part 2A brochure and all supplements thereto, before making an investment.
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