Direct Indexing: Accelerate growth and increase personalization in 2024 – YourStake – 12.4.23

Summary:

Now On Demand

Direct Indexing offers unique ways to cater to individual client values, and financial, tax management, and transition needs, unlike any other investment vehicle. With exciting technology-driven innovations and an evolving investor mindset, it’s no surprise that Direct Indexing has grown to an impressive $462 billion in 2021, according to PwC.

No longer a question of being a fad, instead it has never been such a compelling offering as PwC projects that Direct Index assets are poised to triple, reaching a staggering $1.5 trillion by 2027.

Coupled with the looming great wealth transfer and seismic shift in client expectations, Direct Indexing is becoming a necessity in your practice.

During this webinar, Theresa Gusman, Chief Investment Officer at First Affirmative Financial Network, and Robyn Wood, VP of Business Development at YourStake, will discuss why Direct Indexing is an essential tool for Financial Advisors. They will explain how this approach enables personalization for clients with ease, adds tax alpha to portfolios, and how new technology brings fast and efficient portfolio construction and optimization.

Join us to learn how you can accelerate growth and increase personalization in 2024:

• Understand how shifting client expectations are reshaping the future of investing and how to offer truly personalized portfolios that match your client’s financial expectations and value preferences.
• Discover how new technology can empower you to grow your business, deliver personalized investment solutions, and scale the mountains of required paperwork and administrative tasks.
• Explore the shifting investment landscape as investments move away from Mutual Funds and ETFs towards customized direct index solutions, once considered the exclusive domain of large investors, but now possible for clients with $25,000 investment minimums.
• Learn how First Affirmative and YourStake are making direct indexing accessible to a broader audience – democratizing this powerful investment strategy through the Values-Aligned Direct Index Solution (VADIS).

Speakers:

First Affirmative’s Chief Investment Officer, Theresa Gusman is committed to seeking out the latest technologies to enable investors to achieve competitive financial returns and align their portfolios with their own personal values. She understands the full investment process, from analyst and portfolio manager to asset and wealth management leadership roles, including Senior Portfolio Manager, Global Head of Proxy Voting, and Global Head of Equities for Deutsche Bank. Theresa joined First Affirmative to apply her knowledge to close the gap between intention and action in sustainable, responsible, and impact investing.

Robyn is Vice President of Business Development at YourStake and holds a B.S. in Finance from the University of Nebraska – Lincoln. She joined YourStake in 2021. Before that, she worked at Folio Institutional and Goldman Sachs. She also worked in the Trust Department as a financial services representative for Cattle Bank and Trust focused on client, portfolio, and investment management.