In this discussion with WealthManagement.com, professionals from Morningstar Investment Management will dive into direct indexing use-cases to share insights on portfolio construction inputs including index selection, incorporating client values, including ESG preferences, and effectively incorporating tax management-related best practices at scale. This session will highlight tactics for direct indexing implementation that advisors can use to provide a high degree of personalization to each of their clients.
Attendees will learn:
- What is direct indexing?Â
- Seeking tax efficiency in a separately managed accountÂ
- How to deliver personalization for your investorsÂ
- What types of investors may be a fit for a direct indexing strategy
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Â
Â
Andy Kunzweiler, CFA
Portfolio Manager, Direct Indexing
Morningstar Investment Management
Â
Andrew Scherer
Head of Business Development
Morningstar Investment Management
Â
Diana Britton – Host
Managing Editor
WealthManagement.com
Â
Â