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Joseph Wickremasinghe
Executive Director, MSCI Research
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
Breaking Down the Direct Indexing Investment Process
Report | Jul 28, 2022 | Joseph Wickremasinghe , Abhishek GuptaDirect 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 | 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.