Executive Director, MSCI Research
About the Contributor
Joseph Wickremasinghe is an analytics client consultant at MSCI. He covers asset-manager and hedge-fund clients on the West Coast. Prior to joining MSCI, Joseph worked at Union Bank, as part of its model-validation team, and as a risk manager on Cargill’s energy and petrochemicals trading desk. He started his career as a software developer with MicroStrategy. Joseph earned a master’s degree in physics from the University of Oxford. He is also a CFA® charterholder.
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Blog posts by Joseph Wickremasinghe
Are Your Clients Ready for US Tax Day?May 10, 2021 Raina Oberoi , Yuliya Plyakha Ferenc , Joseph Wickremasinghe , Paulina Serrano
Given the complexity of U.S. tax regulation, wealth advisers continue to grapple with how to build tax-efficient portfolios while balancing clients’ other objectives. We propose a rules-based way of doing so and analyze its benefits and trade-offs.