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ETF Working Lunch: Direct Indexing Vs. Model Portfolios

ETF Working Lunch: Direct Indexing Vs. Model Portfolios

FromETF Working Lunch Podcast


ETF Working Lunch: Direct Indexing Vs. Model Portfolios

FromETF Working Lunch Podcast

ratings:
Length:
28 minutes
Released:
Jul 13, 2020
Format:
Podcast episode

Description

Direct indexing is challenging the model portfolio business. Active nontransparent ETFs are challenging the idea that transparency is key. Advisors are constantly faced with disruptive new products and ideas, but what to adopt? And how to use it? Shana Sissel, chief investment officer at Spotlight Asset Group, shares the implementation case for some of these latest trends given her experience.
Released:
Jul 13, 2020
Format:
Podcast episode

Titles in the series (57)

Our biweekly podcast where ETF.com writers and analysts discuss the latest news and most important trends in ETFs with some of the smartest women in the business. It’s a fun and insight-packed gathering of ladies who work through lunch!