Thematic, ESG friendly and personalized Investing
made super easy
for wealth managers and investment advisors
Thematic, ESG friendly and personalized Investing
made super easy
for wealth managers and investment advisors
During this live workshop, you will learn:
The drivers of the wealth managment market
The Mega trends in Investing
Why benefits are best delivered by direct indexing
Tax-loss harvesting as source of alpha
LIVE: How it works + Q&A
A real HOT investment theme (don't miss this)
About this Workshop
This intensive webinar combines thousands of hours of development to apply direct indexing technology for thematic investments with impact, and years of experience of two financial market experts rolled into one easy investment.
If you've looked at a way for thematic and personlized investments before, you might have struggled to find an easy and financially viable solution - so, this is a great opportunity to learn how it works in a short live wrokshop.
This value packed intensive webinar is FREE and includes:
- The drivers of the wealth managment market
- The Mega trends in Investing
- Why benefits are best delivered by direct indexing
- Tax-loss harvesting as source of alpha
- LIVE: How it works + Q&A
- A real HOT investment theme (don't miss this)
About this Workshop
This intensive webinar combines thousands of hours of development to apply direct indexing technology for thematic investments with impact, and years of experience of two financial market experts rolled into one easy investment.
If you've looked at a way for personlized, thematic and ESG-friendly investing before, you might have struggled to find an easy and financially viable solution - so, this is a great opportunity to learn how it works in a short live workshop.
This value packed intensive webinar is FREE and includes:
- The drivers of the wealth managment market
- The Mega trends in Investing
- Why benefits are best delivered by direct indexing
- Tax-loss harvesting as source of alpha
- LIVE: How it works + Q&A
- A real HOT investment theme (don't miss this)
“What if I can't attend the live webinar,
but still want to get all the infos?”
You don't have to be present for the live webinar to get all the benefits from this awesome intensive training. Enroll and and we will make sure that receive all infos to review at your convenience - you'll receive the entire presentation via email, along with our downloads, and access to our Direct Indexing Technology. We know your life is busy, and we designed this webinar to work within your schedule.
“What if I can't attend the live webinar,
but still want to get all the infos?”
You don't have to be present for the live webinar to get all the benefits from this awesome intensive training. Enroll and and we will make sure that receive all infos to review at your convenience - you'll receive the entire presentation via email, along with our downloads, and access to our Direct Indexing Technology. We know your life is busy, and we designed this webinar to work within your schedule.
Meet the Moderators
Dr. Christian Kronseder
Christian believes that personalized, thematic and ESG-friendly investing will have the impact to change the way companies work. He has made it his life’s mission to enable everybody to benefit from customized portfolios at scale in an easy and financially viable way.
Dr. Holger Geissler
With over ten thousand followers on LinkedIn Holger is supporting multiple activities to transit into a sustainable world with all his efforts. He is a believer that the financial markets are the key driver in the fight against the climate crisis as well as other Global key risk. Thematic investments with personalization will give the power to everybody to have impact.