MSCI Client Advisory Panel

Deploying Capital Across Public and Private Markets in a Total Portfolio Context

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

Immediately following the Advisory Panel, we invite you to join us for the Welcome Reception for the Institutional Investor Forum at Hyatt Regency Sacramento at 4:30pm.

The discussion will focus on the following topics:  

• What are the practical challenges in deploying capital across public and private markets? How should asset owners make these decisions when investment benchmarks, risk models, liquidity measures, valuation frequency and portfolio transparency differ so sharply across public and private assets?  
• How can asset owners balance liquidity and opportunity across public and private assets? How should capital market assumptions evolve considering shifting dynamics, such as the rise of retail capital and the new macroeconomic backdrop of higher inflation and interest rates? 
• Are traditional benchmarks and risk models fit for a total portfolio context? How could these tools evolve to better address total portfolio needs? What innovations in benchmarking and portfolio construction could reshape capital allocation decisions? What is the biggest opportunity, or pitfall, to watch for? 

As a participant in our Client Advisory Panel, you are also cordially invited to attend our annual Institutional Investor Forum the following day on Oct. 23 at CalSTRS Headquarters.