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WEBINAR ON DEMAND

Unlocking Tax Efficiency Solutions with Direct Indexing and Model Portfolios

Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors and wealth managers

In today's complex investment landscape, tax efficiency is key to optimizing clients' returns. Join S&P DJI and industry leaders to discuss index strategies for overcoming challenges and improving clients' after-tax outcomes while supporting long-term investment goals.

Topics will include:

  • A review of the latest SPIVA After-Tax Scorecard to assess how active funds perform against benchmarks when accounting for taxes
  • An exploration of how direct indexing strategies can tailor after-tax solutions for clients
  • A discussion on implementing model portfolios and using tax-loss harvesting techniques to try to reduce tax drag


Speakers include:

  • Brandon Hass, CIMA, Head of Direct Indexing and Model Portfolios, S&P Dow Jones Indices
  • Joseph Nelesen, Ph.D., Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices
  • Richard Williams, AIFA, Managing Director, Head of Advisor Solutions Group, Sanctuary Wealth

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