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Events for September 10, 2019

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1:00 pm

An Easier Way to Direct Index: The Marriage of an SMA Optimizer and Rebalancer

September 10, 2019 @ 1:00 pm - 2:00 pm

Everyone is talking about direct indexing, but outsourcing to expensive third-parties—isolated from rebalancing tech—has made it impractical for most advisors. Not anymore. We married our SMA optimizer and rebalancer to offer you the most efficient…

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