LIVE WEBINAR | May 16th, 2024 | 11:00 AM EST

Hyper-Personalized Index Solutions at Scale

How to build customized, tax efficient solutions for the new financial consumer. Presented by Smartleaf AM and Syntax

Join Syntax and Smartleaf Asset Management for a webinar on how technology enables you to construct hyper-personalized index solutions at scale. Personalization can mean many different things, from simple stock exclusion to farther-reaching asset class selection, portfolio design (leaning into or away from factors, themes, ESG characteristics, with various conviction levels), to tax and cash management. Whether you’re defining personalization broadly or narrowly, tomorrow’s clients will demand access to personalized solutions.

But personalization doesn’t have to be a roadblock, and in fact can be a crucial way advisors can differentiate themselves from the sea of sameness. While personalization at scale may seem like an overused industry term, the ease of use and flexibility of a tech-driven solution paired with tax efficient implementation delivers on this growing market need. 

Jonathan Chandler, Chief Operating Officer, will join Jerry Michael, Smartleaf AM President and Founder, for the webinar on May 16, 2024 at 11:00 AM EST

Registration Information
 
JonathanJonathan Chandler
Chief Operating Officer at Syntax
 
 Jonathan Chandler, CFA, is the Chief Operating Officer for Syntax. He brings over a decade of experience working with financial data to develop index and analytical solutions for clients, and has been heavily involved in product development for Syntax since joining in 2012. Today, he is responsible for managing the heads of Syntax’s research, classification, and ESG departments. In addition, he oversees Syntax’s Affinity® data platform and is a key member of the Syntax Direct development team.
 
 
 
Gerard Michael headshot-1-1Jerry Michael
President and Founder of Smartleaf Asset Management
 
Jerry is the President and co-founder of Smartleaf, a pioneering developer of advanced portfolio rebalancing technology that automates the management of customized, tax-, risk- and expense-sensitive portfolios. Jerry created Smartleaf to enable wealth managers to provide all clients, of all sizes, a level of portfolio management that was once the exclusive preserve of ultra high net worth investors. B.A., Math, B.A., Computer Science, University of Wisconsin. Series 65.