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Giulio Panzano

Research and Insights

Articles by Giulio Panzano

    Research Insight - Goal-Based Asset Allocation in WealthBench - January 2014

    Research Report | Jan 29, 2014 | Raghu Suryanarayanan, Ludger Hentschel, Giulio Panzano, Dan Schneider

    The recent peak of interest around goal-based allocation as a useful and practical framework to assist with complex asset allocation problems within the wealth management community, has led to MSCI implementing a goal-based asset allocation application which sits within WealthBench. This paper illustrates the benefits that the new Goal Metrics application will bring to financial advisors and their clients. The intuitive nature of our asset-liability methodology, allows financial advisors to...