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MSCI in Practice: Building Tax-Efficient Portfolios

We are pleased to continue our MSCI in Practice series to bring you actionable insight to help build better portfolios. On June 23, 2021, we present: Building Tax-Efficient Portfolios.

Given the complexity and implications of tax regulations, investors need to understand the impact of taxes to their portfolio returns.

During this webinar, MSCI experts show how tax-aware strategies would have compared to a tax agnostic approach. Join us to explore how this framework can help you analyze the potential impact of new tax regimes on your portfolios. 

Agenda topics

  • Framework to analyze impact to your portfolios due to new tax regimes 
  • Building tax-efficient portfolios while considering other portfolio objectives 
  • Analyze how tax-efficient portfolios perform vs a tax agnostic approach 

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Jun 23 2021

Virtual Platform


8:00 a.m. PST 
11:00 a.m. EST 
4:00 p.m. BST 


Virtual Platform

Event Speakers

Paulina Serrano

Vice President, Product Management | MSCI

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Joseph Wickremasinghe

Executive Director, Client Coverage | MSCI

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