The Apple-fication of Investing

Podcast
28 min listen
Joseph Wickremasinghe, Raina Oberoi
November 22, 2023
In this episode

Listen in on an in-depth discussion about the growing demand for and personalized tax-efficient strategies from wealth-management clients — driven by technological revolution and the coming, intergenerational transfer of wealth.
Listen
Spotify
Apple
YouTube
Transcript
Featuring
Raina Oberoi
Raina Oberoi
Managing Director, MSCI Research
Joseph Wickremasinghe
Joseph Wickremasinghe
Executive Director, MSCI Research & Development
Manju Boraiah, Head of Systematic Edge Fixed Income and Co-Head of Custom SMA Investments, Allspring Global Investments

Subscribe today
to have insights delivered to your inbox.

Perspectives Podcast

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
Explore more

Measuring Tax Alpha

The concept of tax alpha can help a wealth manager explain a client's after-tax performance. We propose two frameworks to provide transparency around the after-tax attribution calculation used to measure tax alpha.
Read more

A Roadmap to Personalizing Model Portfolios: Scaling with Purpose

High-net-worth investors are seeking portfolios tailored to their financial goals, personal values and tax situation. Wealth managers need scalable solutions. We explore using factor, thematic and sustainable investing to customize portfolios.
Learn more

The content of this page is for informational purposes only and is intended for institutional professionals with the analytical resources and tools necessary to interpret any performance information. Nothing herein is intended to recommend any product, tool or service. For all references to laws, rules or regulations, please note that the information is provided “as is” and does not constitute legal advice or any binding interpretation. Any approach to comply with regulatory or policy initiatives should be discussed with your own legal counsel and/or the relevant competent authority, as needed.