Direct Indexing Strategies at Scale: A Practical Approach for Investment Professionals: offers an informed, practical approach to delivering personalized index-based portfolios that replaces restrictive manual effort with automated back-office muscle. Inside, you’ll discover:
September 1, 2021
Direct Indexing Strategies at Scale: A Practical Approach for Investment Professionals
By Lauren Yeaton Hunt, VP, Product Marketing
- Why personalized index-based portfolios are different from simply replicating passive indexes – and the value that can bring to your clients
- The bottom-line power of active tax-management – and how important it is to leverage the right technology to deliver it efficiently across all of your clients' portfolios
- How to leverage the right technology to manage personalized portfolios efficiently and at scale, with seamless connectivity to all of your key distribution partners
Download our whitepaper, here.
September 1, 2021
By Lauren Yeaton Hunt, VP, Product Marketing