Potential Solutions for HNW Investors: Direct Indexing – Goldman Sachs Asset Management – 9.10.24

Summary:

Now On Demand

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

Speaker:

Merrie is the Head of Direct Indexing Client Portfolio Management for Quantitative Equity Solutions (QES). The QES team builds and manages investment strategies tailored to individual investment objectives, including tax-management, values-alignment, and income generation. Merrie focuses on partnering with financial advisors and high net worth investors to design customized investment solutions. She also serves as a mentor for the Hispanic / Latinx Analyst and Associate Initiative.

Prior to her current role, Merrie was a senior vice president at Citi’s Private Bank focused on business strategy for the investment management division. Prior to that, she was a vice president and multi-asset quantitative researcher at T. Rowe Price. She was also previously a board member for Stocks in the Future, a nonprofit organization in Baltimore, MD.

Merrie received an MSE and a BS in Biomedical Engineering from Johns Hopkins University. She is a CFA charterholder.