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

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

Join us on June 3 as MSCI Wealth’s experts discuss the significant shift in the wealth-management industry towards increased personalization of investment solutions and advice. In this session, we will also demonstrate scenarios where investment teams analyze and monitor the alignment between client portfolios and optimal model portfolios.

Additionally, we will present multiple use cases showing how firms can apply a new approach to oversee large numbers of client portfolios. 

Key Topics: 

• The major trends driving portfolio personalization in the industry 
• Why home office investment teams need to evolve their methodologies to portfolio construction and management  
• Introduce a new methodology designed to measure the alignment between the behavior of a client portfolio and its corresponding model portfolio.  
• Showcase live demonstrations of different portfolio constructions and how these can be analyzed and rebalanced

Who Should Attend: 

• Wealth Managers/Financial Advisors  
• Chief Investment Officers (CIOs) 
• Portfolio Managers 
• Investment Analysts