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100 Women in Finance: Vote for ESG with Your Investment Dollars – The Power of Direct Indexing
October 29 @ 6:00 pm - 7:00 pm CDT
By tapping technology and fractional share ownership, direct indexing enables customization at scale. Investors are able to tailor portfolios to meet their clients’ ESG objectives.
When a high-profile group like the Sierra Club Foundation adopts direct indexing to further its mission, are others more likely to follow? Learn more from Aperio and OpenInvest about the direct indexing landscape, typical client profile, portfolio optimization, ESG screening and impacts to returns, among other topics.
Key issues are:
- What is direct indexing and what makes it possible?
- Is direct indexing the next wave?
- What are the benefits and trade-offs of direct indexing?
- How can direct indexing help move the needle for ESG?
Please register promptly as capacity is limited. Send your questions to email@example.com by Tuesday, October 27, 2020, or you may submit questions during the webinar.
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