MSCI Client Advisory Panel

Benchmarking across public and private markets in a concentrated world

Join MSCI and your peers for an exclusive roundtable on portfolio strategies to manage multi-asset class (MAC) portfolios. This session is designed to bring institutional investors together with MSCI leadership across Research & Development, Product and Client Coverage to exchange perspectives, share challenges and provide feedback that will help shape MSCI's research and product development agenda.

The discussion will focus on the following topics:

• How should asset owners benchmark multi-asset portfolios, spanning equity, fixed income, real assets and commodities, when today that means stitching indexes together by hand with no shared methodology? In this session, participants will share views and help shape the MSCI global MAC index framework, a consistent approach designed to support policy benchmarks, reference portfolios and benchmarks for dynamic and retirement strategies.
• Megacap concentration is persisting. Does this change the global indexing challenge, with its core trade-off between size integrity and breadth and coverage across individual markets? How should asset owners weigh that trade-off, and what does it mean for the benchmarks they rely on?

Your input will directly inform where MSCI takes this work next.

Immediately following the MSCI Client Advisory Panel, we invite you to join us for the Welcome Reception ahead of the Institutional Investor Forum at Hyatt Regency Sacramento 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 October 15. For more information, please click here.