Morningstar is facilitating direct indexing with its latest risk metric toolkit, Risk Ecosystem, a mix of PlanPlus financial planning and FinaMetrica risk evaluation.
The settled charges come after a pair of investigations by the New York State Attorney General and the SEC, who both argued TIAA-CREF pushed investors into managed accounts with higher fees.
Unlike conventional approaches to alleviating risk, this system employs a dynamic, multi-facet methodology to limit market volatility and large losses.
