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Standing Out: Personalization and Tax Management as a Source of Differentiation

September 12, 2023

1:00 PM ET


Complimentary admission

Open to media 


While most investment and wealth management firms can agree that investor demand for more individualized products, portfolios, and services is growing, not all firms are equipped to deliver on these expectations. Finding a scalable solution, especially one that can help to deliver tax management truly tailored for each investor’s unique circumstances, for example, can be a game-changer. Delivering these kinds of personalized services is what can help to create lasting relationships and grow share of wallet. In this webinar, you will hear from three firms that have implemented personalization and individualized tax management solutions for investors in a way that has leveraged the strengths of their existing business and set them apart from the competition.

Takeaways from this webinar:

  • For Asset Managers:
    Case studies on how to deliver tax-managed versions of existing strategies, launch new ones, or create SMA strategies from other successful products. Listen to the challenges these firms faced, how they were able to successfully get to market, and the lessons they learned.
  • For Wealth Managers:
    What some of these bespoke strategies can mean for your advisors and your recruiting process. You will also hear about opportunities to offer enterprise-level tax overlay and tax transition services.


  • 50 minutes (including time allocated for Q&A)

Please share this invitation with any colleagues who would be interested in attending.

Open to Members and Non-Members.

Featured Panelists

Joan Lensing
, EVP, Chief Programming Officer, Money Management Institute

Rob Battista
, SVP, Head of Advisory Solutions, Vestmark

Patrick Mullins
, SMA Growth Leadership, Invesco
Gavin Romm, SVP, Head of Fixed Income SMA Solutions, AllianceBernstein
Russ Tipper, General Partner, Investment Advisory, Edward Jones

We hope you can join us on September 12.
This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.

Questions? Contact MMI at 646.868.8500 or