MSCI Client Advisory Panel

AI and Beyond: Emerging Drivers of Portfolio Risk and Return

Join MSCI and your peers for an exclusive roundtable on total portfolio strategies for managing multi-asset class portfolios. This interactive session is designed for financial leaders to exchange perspectives, share challenges and provide feedback that will help shape MSCI’s research and product development agenda.

Today's markets require understanding economic relationships beyond those captured by traditional classifications of companies, sectors and asset classes. AI provides a timely lens: exposures can cut across established categories, evolve quickly and extend across public and private markets.

The discussion will focus on the following topics:

• Where are concentrations emerging that traditional sector and factor lenses may not reveal? How do investors think about exposure to structural themes alongside traditional sectors and factors? What additional insight can come from market behavior, statistical methods and AI-driven approaches? 
• Which emerging exposures matter most to institutional investors, and why? How are investors distinguishing between intentional exposure to sources of growth and opportunity, unintended concentrations and common sources of risk and potential disruption to existing holdings? How important is it to understand these consistently across public and private assets? 
• What role, if any, should themes play in total portfolio decisions? Are investors using them to inform allocation and portfolio construction, incorporate emerging risks into monitoring and stress testing or simply gain a better understanding of exposures already embedded across the portfolio?

Following the MSCI Client Advisory Panel, we invite you to join us for a welcome reception ahead of the Institutional Investor Forum at the W Montreal, beginning at 4:30 p.m. to enjoy light refreshments and informal networking with fellow industry professionals.

As a participant in our MSCI Client Advisory Panel, you are also cordially invited to attend our annual Institutional Investor Forum on November 12. For more information, please click here.