Direct Indexing Dynamics: A Deep Dive on 2024

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Presented by

Michael Laughlin, CFA, FRM - Andy Kunzweiler, CFA

About this talk

As we embark on an exciting new year, we remain vigilant and aware. The landscape for 2024 is filled with prominent uncertainties, but also opportunities. Join for a comprehensive webinar designed exclusively for financial advisors, which will explore the latest insights, strategies, and tools needed to navigate the dynamic realm of personalized investing. In this session from Morningstar Wealth, Michael Laughlin, Head of Portfolio Specialists, and Andy Kunzweiler, Portfolio Manager, Direct Indexing, will share insights on market positioning and planning for 2024, the role of a direct indexing strategy in a volatile financial market, and answer your questions about implementing direct indexing for your investors. • The Morningstar Wealth 2024 outlook, including risks and opportunities for investors. • How to use direct indexing to capture opportunities for investors in periods of volatility. • Understand market projections and investment opportunities arising from the continued growth of direct indexing. • Best practices and practical insights to implement direct indexing in your practice for 2024.
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