Wealth Management Industry Focuses on Personalization: Rise of Direct Indexing and Custom SMA Offerings – Citi – 5.17.21

Overview:
Title: Wealth Management Industry Focuses on Personalization: Rise of Direct Indexing and Custom SMA Offerings
Date: Monday, May 17, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Not Available for On Demand.

As part of the Business Advisory Services team’s most recent quarterly TrendWatch publication, the keynote article “Direct Indexing and Custom SMAs: Growth Accelerates, But Pace of Adoption Varies Globally” focuses on how investment managers are expected to design portfolios to meet investors’ specific needs and how more recent market innovation have made the delivery of custom offerings to advisors and their clients possible. This webcast session will discuss many aspects of the growing direct indexing and custom SMA landscape including:

  • Investor demands for tax optimization and values-based offerings (e.g., ESG preferences) leading to uptick of personalization
  • Early solution offerings using traditional fund building blocks that promoted the manager’s expertise but new technologies are allowing for more tailored solutions that are built around the investor
  • Combination of technology and recent market innovation have accelerated the possible delivery of customization and direct indexing to advisors and their clients
  • Multitude of factors ranging from demographics to regulation and industry structure are resulting in the US market outpacing other regions in the adoption of a tailored solution approach as illustrated by the uptick in related M&A activity
  • Adoption of more sophisticated wealth solutions vary globally based on the distribution approach and maturity of the wealth system, but technology advances may soon narrow such gaps

Speaker:
John Hubbard John Hubbard
Wealth Management Lead, Business Advisory Services
Citi

John Hubbard is an Assistant Vice President on Citi’s Business Advisory Services team, which conducts primary research across investors and investment managers to publish thought leadership pieces on how the industry is evolving and what constitutes best practice. These findings are used as the foundation for custom strategic consulting services provided to individual institutional clients. John leads the team’s wealth management offering and additionally focuses on technology innovation within the investment management process. Prior to joining the Business Advisory Services team full-time, he rotated on the Equity Derivatives Sales Trading desk as a second-year analyst in 2017-2018. John graduated summa cum laude from the University of Michigan – Ross School of Business where he holds a BBA in Finance and Strategy.