Direct Indexing Webinar 2021 Event Hero

Too Much of a Good Thing? Five Ways to Unwind a Concentrated Position

December 7, 2021
11 a.m. PT | 2 p.m. ET

These days it’s not unusual for investors to have a concentrated, appreciated position in a single stock. Join us to learn how can advisors help clients diversify these positions in a tax-smart way.

Institutional Investor and Wealth Management Events

Parametric hosts or attends a number of conferences, dinners, webinars, and other events throughout the year. Upcoming and recent events appear below.