NAPFA CE-PowerPoint Slides

PowerPoint Slides

Pdf Summary

The document discusses the growing demand for customized investment solutions and the use of separately managed accounts (SMAs) in the investment industry. It highlights the increasing desire from investors for personalized portfolios, with a projected five-year growth rate of 10%. It also notes that 62% of advisors are currently using SMAs, and 56% plan to increase their usage in the future.<br /><br />The document emphasizes the benefits of customization in areas such as tax management, personal preferences, and human capital considerations. It explores different client personas and provides examples of how SMAs can address their specific needs and goals. These include tax-sensitive couples looking to transition to a more diversified portfolio, charitable families wanting to align their investments with their values, and highly compensated executives seeking to maximize after-tax returns while diversifying their portfolios.<br /><br />The document also discusses Dimensional Fund Advisors' approach to SMA customization, focusing on tax management options and ESG investing. It provides insights into tax transition analysis, tax-efficient strategy design, and ongoing tax management. Additionally, it highlights the availability of security and sector restrictions for clients with specific preferences.<br /><br />Resources for advisors are mentioned, including research, case studies, and user guides, which provide further information on SMA customization. The document concludes by summarizing the key takeaways, emphasizing the importance of customized solutions in meeting clients' needs and suggesting that advisors reach out to Dimensional Fund Advisors for more information.

Keywords

customized investment solutions

separately managed accounts

personalized portfolios

growth rate

advisors

tax management

client personas

ESG investing

Dimensional Fund Advisors

resources for advisors