Direct indexing: Enhancing outcomes and empowering advisors in a volatile market

Persistent market volatility and rising tax awareness are reshaping how financial advisors approach portfolio management. Advisors are increasingly focused on strategies that manage downside risk while improving after-tax outcomes, and direct indexing is emerging as one of the most powerful tools available.

This webinar, presented by Northern Trust Asset Management, equips advisors with practical tools to integrate direct indexing into existing client portfolios. Attendees will explore how the strategy differs from traditional mutual funds and ETFs, how to apply customization features, and how real-world case studies connect tax strategy with personalized portfolio construction.

By watching this webinar, you will know:

• How market volatility creates recurring opportunities for tax-loss harvesting and gain deferral
• The after-tax value proposition of direct indexing and how customization influences long-term outcomes
• How direct indexing differs from mutual funds and ETFs and when it makes the most sense
• How to integrate direct indexing into existing portfolios, including those with appreciated or concentrated holdings
• How to align customization features with varying client objectives and planning needs

Watch now to deepen your expertise and bring more powerful tax-aware strategies to your clients.