Investment firms are turning to tax-loss harvesting to mitigate tax impacts and gain a competitive edge. To achieve this, one popular method is through direct indexing, and another is by taking a more personalized approach to complement existing strategies.
Join industry experts as they explore the:
- Drivers and benefits of direct indexing
- Considerations of implementing direct indexing strategies
- Personalized approaches to tax-loss harvesting
If Thursday, October 12, at 2pm ET doesn’t work, register now and we’ll send you a link to the webinar recording once it’s ready.