How Wealth Managers Can Access International Markets in Direct Indexing Through ADRs

High-net-worth investors and their advisors increasingly look for ways to tap into international markets while maintaining customization and tax-efficiency — yet many portfolios remain overly concentrated in domestic exposures or rely on pooled vehicles that limit personalization. Traditional indexing or offshore holdings can involve heightened operational, currency and regulatory complexity. 

In this session, experts from MSCI Wealth will introduce a framework designed to help wealth-management teams harness the power of direct indexing of foreign-market exposures using ADRs (American Depositary Receipts) as a bridge to global equities. The discussion will show how an ADR-based direct indexing approach can simplify access, align with client preferences, and maintain transparency. 

In this webinar you’ll learn how to: 

• Analyze how to integrate international direct-indexing solutions into client portfolios, using ADRs to access non-U.S. equities without full offshore complexity. 
• Understand the relative exposures, market-cap and sector trade-offs when using ADR-based indices versus traditional international indices. (As MSCI research shows, an ADR-based index can approximate country allocations of its parent index while leaning large-cap.) MSCI 
• Incorporate ADR-driven direct-indexing strategies into strategic asset-allocation frameworks for global equity allocations. 
• Communicate the benefits and trade-offs of this approach to clients and stakeholders—including operational, currency, tax and governance considerations. 
• Apply a practical blueprint for aligning international direct-indexing via ADRs with client-specific mandates (custom-screening, tax optimization, sensitivity to currency/FX and large-cap skew). 

Whether you’re a wealth-advisor, portfolio strategist or family-office professional, this session will give you actionable insights to elevate how you deliver global equity exposure, enhance transparency, streamline operations and align international allocations more closely with client objectives.