A complimentary webinar for financial advisors and wealth managers

In today's complex investment landscape, tax efficiency is key to optimizing clients' returns. Join S&P DJI and industry leaders to discuss index strategies for overcoming challenges and improving clients' after-tax outcomes while supporting long-term investment goals.

Topics will include:

• A review of the latest SPIVA^® After-Tax Scorecard to assess how active funds perform against benchmarks when accounting for taxes
• An exploration of how direct indexing strategies can tailor after-tax solutions for clients
• A discussion on implementing model portfolios and using tax-loss harvesting techniques to try to reduce tax drag