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MSCI in Practice: Deepening client relationships using institutional quality analytics

As we continue our MSCI in Practice series to bring actionable insight during this unprecedented time, on August 12, 2020 we present: Deepening client relationships using institutional quality analytics. 

During this webinar MSCI experts will discuss how sales and distribution teams at asset and wealth managers can deepen client engagement by elevating conversations on topics such as factor and ESG exposures, portfolio optimization and stress testing with customized, client-accessible reports.


Agenda topics

  • Presentation of a sales enablement use case 
  • Demonstration of MSCI capabilities to:
    • Learn about a client’s product mix and objectives
    • Provide actionable insight regarding the risk and return characteristics of their portfolio
    • Share guidance on how to better position the portfolio to achieve client goals
    • Integrate MSCI content using different channels

August 12, 2020


Time

Session
8:00 a.m. PDT San Francisco
11:00 a.m. EDT New York
4:00 p.m. BST London
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Location

WebEx

Event Speakers

Chris Bowman

Executive Director, Client Coverage | MSCI

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Ben Goldberg

Executive Director, Client Coverage | MSCI

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