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Thinking Beyond Equities: Diversification with Direct Indexing

September 12, 2022

CE Credits

Investments & Wealth Institute® has accepted the MMI Webinar: Thinking Beyond Equities: Diversification with Direct Indexing for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.


September 12, 2022 | 2:00 PM ET

Complimentary admission | Open to members and non-members

Direct indexing is everywhere. As the surge in mergers and acquisitions has died down, attention has turned to creative implementation approaches designed to offer investors greater diversification, improved tax management, and personalized outcomes. In this webinar, a panel of industry experts will discuss asset allocation, the utilization of direct indexing, approaches to fixed income implementation, and other important topics wealth managers and investment professionals should be tracking.

Randy Bullard, Global Head of Wealth, Charles River Development

Nick Diodati, Director, Wealth Product Strategy, Charles River Development
Jerry Holly, Senior Portfolio Manager, Head of US Tactical Asset Allocation, State Street Global Advisors
Kip Saunders, Vice President, Managed Accounts Investment Solutions, Fidelity

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

Please contact MMI with any questions at (646) 868-8500 or