A Primer on Implementing Direct Indexes – Smartleaf Asset Management – 5.21.21

Overview:
Title: A Primer on Implementing Direct Indexes
Date: Friday, May 21, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Join Jerry Michael, President of Smartleaf Asset Management (SAM) and Doug Fritz, President/Founder of F2 Strategy, for a discussion on how direct indexes can help your business.

Topics to be discussed:

  • How will direct indexes change my practice?
  • What’s driving current interest?
  • What does it take to implement direct indexes?
  • Is it better to outsource or insource management of direct indexes?
  • Can direct indexes ever become as easy to use as an ETF?

Speakers:
Gerard Michael Gerard Michael President Smartleaf Asset Management

Jerry is the President of Smartleaf Asset Management (SAM), a robo sub-advisory service that leverages the automated rebalancing platform of SAM’s parent, Smartleaf, to efficiently manage highly customized, tax-optimized portfolios at unprecedented scale.
Doug Fritz Doug Fritz President/Founder F2 Strategy

The founder of F2 Strategy and former wealth management CTO. His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience.The F2 Strategy perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions. F2 Strategy also manages the Wealth Tech Innovation Board, a confidential think-tank comprised of over 70 top wealth management CTOs, COOs and innovation executives. Doug also participates an industry thought-leader, conference speaker and judge for multiple industry awards.