Total Portfolio Approach for Modern Wealth Managers

High-net-worth investors increasingly seek sophisticated approaches to manage the growing complexity of their portfolios, especially those that span both public and private assets. Yet traditional asset allocation methods often fall short in accounting for the unique characteristics and correlations of private holdings.

Join MSCI experts as they introduce a new framework designed to integrate public and private assets within a single portfolio construction model. This session will highlight how an integrated approach can enhance diversification, deepen risk analysis, and support more effective wealth management outcomes.

In this webinar, we will explore how MSCI can help you in:

• Analyzing portfolio allocations across both public and private markets
• Understanding cross-asset class correlations to manage risk more holistically
• Incorporating private assets into strategic asset allocation frameworks
• Enhancing communication of complex portfolio strategies to clients and stakeholders
• Applying a practical blueprint for optimizing wealth portfolios that include illiquid assets

Whether you're a wealth advisor, portfolio strategist, or family office professional, this session will provide actionable insights to help elevate your approach to portfolio construction and holistic wealth management.