We Build Personalized Portfolios
Vident personalized portfolios combine the expertise of our professional management with the flexibility to align with investors’ goals, preferences, and personal values. Whether your clients are seeking long-term growth potential, are focused on tax-advantaged investing, or are looking to capture specific exposure, our portfolios are designed to meet clients’ diverse needs with a more customized level of service than what may be found in traditional investment vehicles. Additionally, our direct indexing solutions allow professionals to free up time to grow their business and deepen client relationships.
As your portfolio management team, we are:
By partnering with Vident, investors have the opportunity to make a meaningful impact on the companies they invest in and actively participate in corporate decision-making and influence company behavior.
Vident’s approach to proxy voting and corporate engagement centers on personalization and support, ensuring that each investor’s choices align with their unique values and financial priorities. Vident facilitates (through third-party engagement partners) actively influencing corporate practices and communicating with boards and management while tailoring client engagement focus. This dual approach is crafted to empower investors with both choice and voice, is seamlessly integrated into a portfolio solution, and is backed by Vident’s expertise to ensure that our clients’ investment strategies are impactful.
Corporate engagement practices include the following:
As your portfolio team we leverage our institutional strength—portfolio construction and management, trading, and reporting—to deliver customization, access, and tax efficiency to help you advance your business offerings while meeting the distinct needs of your clients. Partnering with Vident for your SMA offering is about more than finding the right investment strategies. It is also about service, insight, and resources, and most importantly, helping your clients invest with confidence.
If you are interested in pursuing an SMA for your clients, reach out to our experts at [email protected]
The founders of Corestone Capital and the Energy Mineral Group (EMG)
The founders of Corestone Capital and the Energy Mineral Group (EMG)
There is no guarantee that tax optimization may be achieved. Vident Asset Management does not provide tax advice. Tax efficiency of any product or investment generally or compared against another cannot be guaranteed. SMA account owners must grant Vident proxy voting authority to allow such proxy voting guidelines to be implemented.
