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Raina Oberoi
Managing Director, MSCI Research
About the Contributor
Raina Oberoi heads the Index Solutions research team for the Americas. She conducts research and assists institutional clients on their investment decisions with respect to MSCI products. Previously, she was an index trading strategist at Morgan Stanley. Raina has a B.S. in Finance and an MBA from Columbia Business School. She is also a Trustee for the Oliver Scholars Program.
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Blog posts by Raina Oberoi
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BLOG
Latin American Equity Markets: The Lay of the Land
Feb 16, 2022 Raina Oberoi , Román MendozaHow is Latin America different from other emerging markets? We analyze the influence of foreign direct investment; market performance; exposure to sectors and thematic investments; ESG and climate risks and opportunities and corporate-ownership structures.
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Are Your Clients Ready for US Tax Day?
May 10, 2021 Raina Oberoi , Yuliya Plyakha Ferenc , Joseph Wickremasinghe , Paulina SerranoGiven 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.
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Can diversification help weather the coronavirus storm?
Apr 16, 2020 Raina Oberoi , Abhishek Gupta , Jean-Maurice LadureWhether investors include a tactical approach or invest strategically for the long term, diversifying across factors, sectors and geographies has historically played an important role in portfolio construction.
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One challenge facing investors is how to quantify the impact ESG has had on their investment process. We analyzed top ESG funds to better understand the contribution of the ESG factor to their performance.
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Evaluating Emerging-Market Stocks through a Governance Lens
Feb 21, 2019 Raina Oberoi , Anil RaoEmerging-market stocks generally are perceived to have lower governance standards than their developed-market counterparts. Less transparency is one factor behind this view. Some emerging-market companies may also disadvantage minority shareholders. How can active and index-based investors address these issues?
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What Fed monetary policy has meant for factors
Feb 6, 2019 Raina Oberoi , Abhishek GuptaAs interest rates in the U.S. started increasing in late 2015, many investors expressed concerns over the impact that rising rates could have on their investments. However, the tone of the U.S. Federal Reserve (the Fed) shifted from “we’re a long way from neutral” in October last year to a more accommodative stance of “we will be patient” early this year, re-emphasizing that expression at the January 2019 Federal Open Market Committee meeting.
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A lot has been written about the persistence of the global small-cap premium. But what, apart from size, distinguishes small-cap stocks from their large- and mid-cap counterparts, and how can these distinctions help institutional investors?
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In recent years, pension funds around the world increasingly have shed their home bias and made global small-cap allocations.
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Why global small-cap stocks are becoming an important part of institutional portfolios
Mar 16, 2017 Raina OberoiInstitutional investors worldwide traditionally have tended to focus on the stocks of larger companies, finding them less risky, more liquid and offering greater investment capacity than small-cap stocks. But asset owners and managers increasingly are allocating strategically to the small-cap equity segment as part of their global equity portfolios i.e., via an “all-cap” approach.