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Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way

Learn how to leverage YourStake’s flagship values offering in this CE-eligible session

Apr 23, 2024 @ 10 AM PT / 1 PM EST

With new technologies making it possible to utilize direct indexing at lower minimums than ever before, it's no wonder it's poised to grow to a staggering $1.5 trillion by 2027 by a PwC projection.  YourStake’s suite of powerful tech tools, paired with its flagship values offering, allows you to offer direct indexing and increase impact for clients with better investment personalization and proxy voting opportunities.

Join this CE-eligible session and learn how to leverage YourStake’s impactful suite of tools to:

  • Assist clients in identifying their investment objectives, time horizons, and risk tolerances
  • Construct a tax-efficient diversified portfolio meeting the goals, risk preferences, and time horizon of a client
  • Measure and communicate a client’s portfolio performance using different risk and return measures
  • Maximize use of YourStake’s values-based solutions 
  • Take advantage of low minimums and personalize client experience with direct indexing 
  • Provide impact reporting with the depth of information needed to answer any client question—beyond abstract scores

If you’re interested in empowering your clients to make investment decisions in alignment with their values and beliefs and utilize personalized direct indexing, this is a can’t-miss webinar!  

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