S&P Dow Jones Indices

WEBINAR

Unlocking Tax Efficiency Solutions with Direct Indexing and Model Portfolios

Tuesday, December 3, 2024 | 2:00 PM EST / 11:00 AM PST
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

Speaker Bios