Anyone in Melbourne this Monday, the 18th, is welcome to attend our Direct Indexing conference to meet Damien Klassen, Chief Investment Officer of the MB Fund, to discuss investment.
Damien will also be attending the Sydney event on the 21st.
Find more details to register below.
The MB fund is a pioneer in the world of direct indexing. Direct indexing offers a bespoke approach to investing, allowing for unprecedented customization and control over your investment portfolio at minimal costs.
IMAP is running a direct indexing conference this month and we would love to see you there:
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Unlike traditional investment vehicles such as mutual funds or ETFs (Exchange-Traded Funds), direct indexing empowers investors to own individual shares within an index. This facilitates personalized portfolios that align with ethical values, financial goals, or specific sector exposures. This method democratizes the process of ethical investing and introduces a more nuanced approach to portfolio management. This ensures your investments truly reflect your personal convictions and financial aspirations.
The MB fund helped to launch Australia’s first direct indexing service. This innovative offering is designed to cater to a broad spectrum of investment structures, including superannuation, allowing for a degree of customization previously reserved for high-net-worth individuals.
As this investment strategy begins to gain traction in Australia, following over a decade of success in the US, the IMAP Direct Indexing Conference will track the progress. It looks at which companies are involved and what are the regulatory issues in Australia.
This event promises to be an invaluable resource for anyone interested in ETFs, seeking more control and customization over their investments. The conference will cover a wide range of topics, including the basics of direct indexing, its international experiences, the role of technology and legal considerations, as well as its burgeoning landscape in Australia.
Conference Details:
- Melbourne: Monday 18 March, 2pm – 5pm AEDT, at the Arts Centre
- Sydney: Thursday 21 March, 2pm – 5pm AEDT, at Amora Hotel Jamison
Featuring speakers from Financial Simplicity, IMAP, Morningstar, MSCI, and Nucleus Wealth, this event is a must attend for industry leaders, financial experts, and anyone keen on understanding the future of passive investing.
Attendees will also benefit from CPD points, alongside the opportunity to network over tea, coffee, and light refreshments.
We urge you not to miss this engaging and informative session that could redefine your investment strategy. Please forward this invitation to your accountant, financial advisor, colleagues and friends who might be interested in this pioneering approach to investment.
Register now to secure your place at the forefront of the direct indexing revolution. We look forward to welcoming you to the IMAP Direct Indexing Conference.
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