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April 13, 2023

Sponsored by Morningstar Wealth

Quantifying the Impact of a Tax-Loss Harvesting Strategy

In this white paper, learn how a tax-loss harvesting strategy can seek to add value by investing tax savings back into an investor’s portfolio. Download the White Paper

Why Direct Indexing Needs a Different 'Brain'

Iraklis Kourtidis

Creating custom portfolios for individual clients can be done with an institutional approach but there are other ways to do it. Full Article

Direct Indexing and the IKEA Effect

Can personalizing a portfolio help your clients feel more connected to their investments?

Full Article

Morningstar CEO: ‘Active Personalization Is the New Active Investing’

Diana Britton

Personalization will come through the lenses of performance, risk and sustainability, argues Morningstar CEO Kunal Kapoor. Full Article

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