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Direct Indexing is expected to grow faster than ETFs, mutual funds, and separate accounts over the next five years and is poised to reach more than $800 billion in assets by 2026. By using direct indexing, advisors can create customized portfolios for clients that track a popular index. That customization allows clients to align portfolios with ESG beliefs or other constraints, and to achieve tax optimization through loss harvesting. But those features come at a cost, and this session will separate the “hype” from the “reality” of direct index, and allow advisors to ask the right questions before they embrace this for their clients.
Learning Objectives:
What is direct indexing and how does it work?
What is the cost of direct indexing?
What are the operational advantages and concerns with direct indexing?
How are tax savings achieved and how much can be saved?