Our leading panel discussion show, where experts deliver research grade insights, market views and thought leadership.
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MASTERCLASS: Direct Indexing
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Direct indexing strategies can help advisors offer customization to their clients and better manage their taxes. And thanks to recent innovations in this rapidly growing space, there are even more possibilities for personalization. This panel discussion explores how direct indexing differs from an index mutual fund or ETF, what to look for in a provider, and more.
- Manju Boraiah, Head of Systematic Edge Fixed Income and Custom SMA Investments at Allspring
- Kevin Maeda, Chief Investment Officer of Direct Indexing at Natixis Investment Managers Solutions
- Natalie Miller, CFA, Director, Investment Strategy at Parametric
- Brandon Thomas, Co-Founder and Co-CIO at Envestnet
![MASTERCLASS: Fixed Income Investing [6540]](https://cdn.assettv.com/styles/video_medium/s3/video/2024-05/101c43b9-original.jpg?itok=DgvJy5ZG "MASTERCLASS: Fixed Income Investing [6540]")
