Direct Indexing in Practice: Implementing Personalized, Tax-Efficient Portfolios at Scale In this discussion with WealthManagement.com, professionals from Morningstar Investment Management will dive into direct indexing use-cases to share insights on portfolio construction inputs including index selection, incorporating client values, including ESG preferences, and effectively incorporating tax management-related best practices at scale. This session will highlight tactics for direct indexing implementation that advisors can use to provide a high degree of personalization to each of their clients. Attendees will learn: What is direct indexing? Seeking tax efficiency in a separately managed account How to deliver personalization for your investors What types of investors may be a fit for a direct indexing strategy CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | 