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.
Research and Insights
Articles by Joseph Wickremasinghe
The Efficacy of ESG Momentum2 mins read Quick Take | Aug 31, 2022 |
Prior MSCI research has shown that ESG momentum — a measure of year-over-year changes to a company’s industry-adjusted ESG score — has been an impactful financial indicator, but it’s important to reassess its validity in the current market environment.
Breaking Down the Direct Indexing Investment ProcessResearch Report | Jul 28, 2022 |
Direct indexing has prompted wealth managers to evaluate their implementation choices for individual clients. Our research focuses on aspects of the wealth manager’s implementation of direct indexing as well as tax optimization.
Are Your Clients Ready for US Tax Day?6 mins read Blog | May 10, 2021 |
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.