#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA

Direct Indexing Strategies with Greg Kanarian, JD, CFA

Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies.

Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you’ve been curious about direct indexing but haven’t taken time to learn much about it, this episode is for you!

To learn more:

https://www.linkedin.com/in/greg-kanarian/

https://www.im.natixis.com/en-us/about/biographies/gregory-v-kanarian