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.
Sponsored by
Marta Norton, CFA
Chief Investment Officer, Americas
Morningstar Investment Management
Michael Laughlin, CFA, FRM
Head Portfolio Specialist
Morningstar Investment Management
Andy Kunzweiler, CFA
Portfolio Manager, Direct Indexing
Morningstar Investment Management
David Armstrong
Director of Editorial Strategy and Operations for the Wealth Management Group
WealthManagement.com
