Taxes are top of mind for many investors who received large gains despite taking portfolio losses last year. Combined with a thoughtful approach to portfolio construction, Direct Indexing seeks tax efficiencies to manage gains and losses while seeking to create real bottom line value, particularly for high-net-worth clients. Join Morningstar Wealth’s Marta Norton, CIO, Americas, Michael Laughlin, Head of the Portfolio Specialist Team, and Andy Kunzweiler, portfolio manager, Direct Indexing, for a conversation on why the time is right for Direct Indexing, how to incorporate Direct Indexing into a client’s existing portfolio structure, and how you can support opportunities for tax alpha. Learning Objectives: - How innovative technology has democratized access to powerful strategies that can deliver greater personalization, flexibility, and choice
- Strategic ways direct Indexing provides opportunities to address investor preferences and help capture tax alpha
- Practical portfolio construction ideas aimed at creating significant value for HNW clients
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. |