Vice President, MSCI Research
About the Contributor
Paulina Serrano is a member of the Analytics Product Management team. She leads the portfolio optimization and factor-based stress testing workflows and analytics. Paulina helps manage MSCI’s products for multi-asset-class portfolio construction and risk management including the BarraOne® solution. She holds a master’s degree in quantitative finance and a bachelor’s degree in finance, from the University of Alcalá. She also holds a bachelor’s degree in actuarial sciences from the Universidad de las Americas Puebla.
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Blog posts by Paulina Serrano
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.