Morningstar joined Jerry Michael, President of SAM, to discuss direct indexing
Morningstar’s Alex Bryan, Director of Product Management - Equity Indexes, and Peter Dietrich, Head of Wealth-Indexes, joined me on Thursday, May 12th, to discuss direct indexing. Topics included:
- What are direct indexes?
- Why now?
- Are direct indexes hard to use?
- How much do they cost?
- What makes SAM special?
- What makes Morningstar Indexes special?
- How do SAM and Morningstar work together?
You can watch the webinar recording by clicking on the link.