Build your Wealth Management Model Portfolios using MSCI Analytics

Wealth managers need to match investment products to client needs while managing risk, especially during 2023’s volatile market conditions. A simple yet responsive investment process can help to construct and deploy the best model portfolios. It has to embody quantitative metrics and qualitative judgement, and effectively communicate outcomes internally and externally. 
 
Join us to learn how MSCI’s solution helps you to prepare a fund universe to construct your model portfolios in a simple yet robust way, link your clients to each model, allow any rapid adjustment to your allocations and also easy sharing of results. 

Agenda topics:

• Utilising Fund Screening & Selection
• Constructing Model Portfolios
• Visualisation of Results