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Smartleaf Asset Management LLC (SAM) to include Morningstar Indexes in its base offering

Press release content from PR Newswire. The AP news staff was not involved in its creation.

United statesRon bundyJerry michaelMorningstar research servicesHead of indexes at morningstar incPrnewswire smartleaf asset managementMorningstar equity researchExchange commissionSmartleaf asset managementMorningstar incSmartleaf incMorningstar wide moat focus indexesEconomic moatMorningstar indexesTarget allocation index familyCap index

Smartleaf Asset Management LLC (SAM) to include Morningstar Indexes in its base offering

/PRNewswire/ Smartleaf Asset Management LLC (SAM) announced today that it will provide advisors with easy access to customized, tax-managed direct index.

United statesRon bundyJerry michaelSmartleaf asset managementExchange commissionMorningstar equity researchMorningstar research servicesHead of indexes at morningstar incSmartleaf incMorningstar incMorningstar wide moat focus indexesEconomic moatMorningstar indexesTarget allocation index familyCap indexEvaluation index

Smartleaf Asset Management LLC (SAM) to include Morningstar Indexes in its base offering

/PRNewswire/ Smartleaf Asset Management LLC (SAM) announced today that it will provide advisors with easy access to customized, tax-managed direct index.

United statesRon bundyJerry michaelSmartleaf asset managementExchange commissionMorningstar equity researchMorningstar research servicesHead of indexes at morningstar incSmartleaf incMorningstar incMorningstar wide moat focus indexesEconomic moatMorningstar indexesTarget allocation index familyCap indexEvaluation index

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