SAM News

Webinar: Stock and Bond Direct Indexing Made Easy

Posted by Gerard Michael on Jan 18, 2023


Join Principal Asset Management® , YieldX and Smartleaf Asset Management for a webinar on how to deliver personalized equity and bond direct indexes at scale. Click here to register for the webinar. 


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Join Principal Asset Management®, YieldX, and Smartleaf Asset Management for a webinar on how technology enables you to deliver highly personalized portfolios  – including portfolios with stock and bond direct-index cores – at scale. Provide every client with optimized tax management and the option to apply ESG and religious value screens. Spend zero time on day to day portfolio review, rebalancing and trading portfolios. 

Delivering personalized portfolios has traditionally been a manual, time-consuming process. This has been especially true for managing individual stocks and bonds. See how technology can make personalization at the portfolio and household level simple and easy.

Mike Casciano, Head of Model Strategy and Portfolio Consulting at Principal Asset Management, Ben Hurn, SVP of Channel Business Development and Strategic Partnerships at YieldX, and Jerry Michael, Smartleaf AM President and Founder, will host the webinar on Wednesday, January 25, 2023, at 11:30 AM EST.

We hope you can join us. Click here to register for the webinar. 

Gerard Michael
Gerard Michael

President, Co-Founder