ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "An Inside Look at Direct Indexing"
Episode Synopsis
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes. In 2022, Morningstar launched a direct indexing offering for financial advisors and joined the ‘fun’. So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh? We're joined by Sheryl Rowling, Editorial Director, and Andy Kunzweiler, Portfolio Manager for Morningstar’s direct indexing proposition. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
for information about our collection and use of personal data for
advertising.
More episodes of the podcast Simple, but Not Easy
Where Did the Small Caps Go?
30/10/2025
In God we trust