Learn About Direct Indexing Strategies
Please join us on February 6th at 11:30 a.m. PST for an event with Arthur Fischer-Zernin, Managing Director at AQR Capital Management. In this event, we plan to cover how to enhance direct indexing through a separately managed account. We will cover how this strategy works and some potential use cases. This can be a valuable tool for taxable investors who are seeking to defer capital gain tax events or diversify concentrated stock positions in a tax efficient way.
The session will include an overview of the following:
- What are Flex separately managed accounts (SMAs)?
- Learn how these have the potential to provide excess returns and defer capital gains.
- Discuss examples of how these can help with concentrated stock positions or offsetting capital gains of an upcoming transaction.
Halbert Hargrove Global Advisors, LLC (“HH”) is an SEC registered investment adviser located in Long Beach, California. Registration does not imply a certain level of skill or training. HH may only transact business in those states in which it is notice filed or qualifies for an exemption from the notice filing requirements. Additional information about HH, including our registration status, fees, and services can be found at www.halberthargrove.com. This webinar is provided for informational/educational purposes only and should not be construed as personalized investment advice. It should not be construed as a solicitation to offer personal securities transactions or provide personalized investment advice. HH is not affiliated with AQR Capital Management.
