Direct Indexing

HOST

Diana Britton
Managing Editor

WealthManagement.com

Monday

4:00 PM ET

1:00 PM PT

Direct Indexing in Practice: Implementing Personalized, Tax-Efficient Portfolios at Scale

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?
• Seeking tax efficiency in a separately managed account
• How to deliver personalization for your investors
• 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.

PRESENTER

Andy Kunzweiler, CFA

Portfolio Manager, Direct Indexing
Morningstar Investment Management 

PRESENTER

Andrew Scherer

Head of Business Development
Morningstar Investment Management