The Direct Indexing Revolution – PGIM – 10.11.22

Overview:
Title: The Direct Indexing Revolution
Date: Tuesday, October 11, 2022
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Direct indexing is revolutionizing portfolio management, increasingly becoming a solution for investors seeking better portfolio customization and after-tax returns. Tax loss harvesting is a key feature of direct indexing and has seen an evolution of approaches. Highly appreciated assets, elevated market volatility, and potential legislative changes make now a good time to consider using direct indexing for tax loss harvesting.

Join us on Tuesday, October 11th to discuss direct indexing and tax loss harvesting, and how to incorporate them into client portfolios.

Key Takeaways:

  • Learn how the direct indexing landscape is evolving
  • Discover how direct indexing can help investors solve two of their biggest investment challenges: highly appreciated assets and taxes
  • See how tax loss harvesting can potentially enhance a portfolio’s after-tax returns in volatile markets
  • Explore different direct indexing approaches and the potential benefits of using ETFs instead of individual securities

Speakers:
Robert Holderith Robert Holderith Head of PGIM Custom Harvest PGIM Custom Harvest

Robert Holderith is the head of PGIM Custom Harvest (formerly known as Green Harvest Asset Management).

Experience. Robert joined PGIM Investments in December 2021 and founded Green Harvest in 2017. He was previously president and founder of Emerging Global Advisors, LLC (EGA), the advisor to the EGShares family of ETFs, where he was responsible for all aspects of the formation of the firm, including research, portfolio management, product development, index conception and design, technology infrastructure, and sales. Robert has been implementing, structuring, and developing ETFs and related strategies since 1999.
PGIM Custom Harvest does not provide tax, legal or accounting advice. This material is for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Although PGIM Custom Harvest does not provide tax, legal or accounting advice, we stand ready to assist clients and their advisors in reviewing the relevant tax rules.

The investment strategies described herein are those of PGIM Custom Harvest. PGIM Custom Harvest is a registered investment adviser and a Prudential Financial company. ©2022 Prudential Financial, Inc. and its related entities. PGIM Custom Harvest, PGIM Investments, PGIM and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. PGIM Custom Harvest’s strategies involve risks, which are described in PGIM Custom Harvest’s Form ADV Part 2A brochure. A client portfolio may not achieve its investment objectives.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation. Clients seeking information regarding their particular investment needs should contact their financial professional.

For financial professional use only. Not for use with the public.

1059293-00002-00 Exp: 9/2/23