Build your Wealth Management Model Portfolios using MSCI Analytics

Wealth managers need to match investment products to client needs while managing risk, especially during 2023’s volatile market conditions. A simple yet responsive investment process can help to construct and deploy the best model portfolios. It has to embody quantitative metrics and qualitative judgement, and effectively communicate outcomes internally and externally. 
 
In this virtual event, MSCI experts discussed how MSCI’s solution helps streamline the process of preparing a fund universe for constructing model portfolios in a simple yet robust way. They demonstrated how to link clients to each model, make rapid adjustments to allocations, and easily share results. 

Watch this replay to explore:

• Utilising fund screening & selection
• Constructing model portfolios
• Visualisation of results