The Future of Investing Is Direct Indexing: A Fireside Chat with Industry Leaders
This captivating fireside chat with industry leaders John O’Connell, Joel Bruckenstein and Patrick Shaddow about the rising trend of direct indexing explores how this innovative approach to portfolio management is shaking up the industry.
Watch the replay now to learn:
- Demystifying Direct Indexing: Gain a clear understanding of what direct indexing is, its benefits and potential drawbacks, and how it differs from traditional index funds.
- Beyond Tax Harvesting: Explore the broader value proposition of direct indexing, including its potential to improve portfolio performance, align with investor values, and differentiate your client offerings.
- Building Relationships: Discover how direct indexing can help you cultivate stronger, more personalized relationships with your clients by catering to their unique needs and preferences.
- Scaling Direct Indexing: Learn practical strategies and tools for implementing direct indexing at scale, ensuring efficiency and seamless client service.
- Investing for Impact: Understand how direct indexing empowers investors to align their portfolios with their values and beliefs, unlocking a new dimension of investment choice.
