MSCI in Practice: Elevating Advisor Discussions through Differentiating Analytics

We are pleased to continue our MSCI in Practice series to bring you actionable insight to help build better portfolios. On May 26, 2021, we present: Elevating advisor discussions through differentiating analytics? 

Capturing the attention of Financial Advisors is difficult without a good story to tell. And existing sales tools may not represent how your products stand apart from passive and active competitors. 

MSCI’s content and fully-customizable platform allows you to engage Advisors in a consultative manner, and allows you to best demonstrate the differentiating characteristics of your products. From factors and stress tests, to climate risk and ESG ratings, our content and tools allow you tell your story.

Agenda topics

• Linking traditional returns-based metrics with ex-ante analytics such as factors, stress tests, and ESG to elevate Advisor discussions
• Using What-If and Optimization to demonstrate your products’ differentiating characteristics 
• Analyze the risk/return impacts on advisor portfolios from including new products
• Use What-If analysis to understand the risk/return impacts on the model portfolio

Please click here to view the on-demand recording.