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.

Sponsored by

Andy Kunzweiler, CFA

Portfolio Manager, Direct Indexing

Morningstar Investment Management

Andrew Scherer

Head of Business Development

Morningstar Investment Management

Diana Britton – Host

Managing Editor

WealthManagement.com