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Articles, Ask a Financial Adviser, Events

Direct Indexing Conference

Posted on by Damien Klassen
02
Mar

Nucleus Wealth is excited to invite you to the IMAP Direct Indexing Conference.

This will be an invaluable session for anyone using ETFs who wants more customisation and control over their investments.

Direct indexing has been around in the US for over a decade but is just emerging in Australia. Be one of the first to explore this new generation of passive investing.

Agenda:

  • What is direct indexing?
  • Direct indexing: the international experience
  • Customised ethics or ESG in a direct index portfolio
  • Direct indexing: technology and legal constraints
  • Direct indexing: the Australian landscape
Speakers:

We will hold repeated conferences at two locations:

Melbourne: Monday 18 March, 2pm – 5pm AEDT, at the Arts Centre
Sydney: Thursday 21 March, 2pm – 5pm AEDT, at Amora Hotel Jamison

This conference promises to be an engaging and informative event, bringing together industry leaders, experts, and professionals to discuss the rapid growth of direct indexing internationally and the implications for the Australian investment landscape.

There will be tea, coffee and light refreshments served.

Attendees will receive CPD points.

We encourage you to forward this email to colleagues who may be interested in attending. Each individual must register their attendance separately so we can account for numbers.

We look forward to your attendance at the IMAP Direct Indexing Conference.

Best regards,

Damien Klassen
Chief Investment Officer

 

 
Register your attendance in Melbourne >
Register your attendance in Sydney >
Damien Klassen

Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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