Join Merrie Zhang, CFA, Head of Direct Indexing Client Portfolio Management at Goldman Sachs Asset Management, for a discussion on how direct indexing can help meet client goals.
WEBCAST – Potential Solutions For HNW Investors: Direct Indexing
Investors are increasingly looking for personalized solutions that can be tailored to their investment goals across tax management, wealth concentration, and values alignment. We believe these goals can be achieved using a customizable investment approach called direct indexing. Direct indexing has grown significantly in popularity over the past few years and is increasingly seen as a key investment strategy in the future of asset management. This session will cover the evolution of the asset management industry and the role of the financial advisor, direct indexing and the associated benefits, and client case studies that illustrate how direct indexing can be a solution to address a wide range of investor situations, including solving for concentrated stock.
Accepted for 1 CFP® / IWI / CFA CE Credit