Guide to Client Conversations about Direct Indexing through VADIS
Powerful, personalized portfolios that align with client values. Grow your AUM, deepen relationships, and differentiate your practice using this guide for Direct Indexing.
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What you'll learn from this Guide for the Values Aligned Direct Index Solution (VADIS)
— How to discover and align with your clients' unique values
— Strategies for explaining VADIS capabilities and addressing performance concerns
— A step-by-step implementation process for VADIS portfolios
VADIS isn't just a product – it's a partnership that empowers you to deliver truly personalized, values-aligned investing to every client. Whether you're looking to enhance client conversations, differentiate your practice, or scale your impact investing offerings, VADIS provides the tools and support you need.
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See VADIS in action and discover how it can transform your practice's approach to values-aligned investing.
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