USDirect is Syfe’s innovative direct indexing process that replaces the US equity index ETFs with individual US stocks in our Core portfolios.

There are four Core portfolios - Defensive, Balanced, Growth and Equity100. The USDirect component (allocation to individual US stocks) will be sized proportionately in each of the core portfolios. For example: Equity100, an all equity portfolio, has an approximately 75% allocation to US equity. With USDirect, investors are able to directly hold the underlying US stocks that best represent this US equity allocation. Similarly, since the Core Growth portfolio has a 50% allocation to US equities, the USDirect component of individual stocks held are sized down proportionately.