How Wealth Managers Can Redefine Their Portfolio Alignment Process to Scale Personalization

The wealth-management industry had seen a significant shift towards increased personalization of investment solutions and advice. This trend had created tension between the operational efficiency of model portfolio-driven approaches and the need to satisfy individual client requirements through personalized investment portfolios.

On June 3, MSCI Wealth’s experts discussed the significant shift in the wealth-management industry towards increased personalization of investment solutions and advice. In this session, they demonstrated scenarios where investment teams analyzed and monitored the alignment between client portfolios and optimal model portfolios.

Additionally, they presented multiple use cases showing how firms applied a new approach to oversee large numbers of client portfolios.

Key Topics:

• The major trends that had driven portfolio personalization in the industry
• Why home office investment teams needed to evolve their methodologies for portfolio construction and management
• A new methodology designed to measure the alignment between the behavior of a client portfolio and its corresponding model portfolio
• Live demonstrations of different portfolio constructions and how these had been analyzed and rebalanced