A Roadmap to Personalizing Model Portfolios: Scaling with Purpose
Oct 19, 2023
As personalized investment solutions gain traction, wealth managers are seeking scalable solutions to meet their clients’ demands. We illustrate how wealth managers can strategically integrate factor, thematic and sustainable investing to personalize model portfolios. Our analysis of the historical risk-and-return profiles of sample portfolios constructed using allocations to and blends of these strategies shows they have historically outperformed global equities.
Achieving effective personalization requires a delicate balance between the house view and client objectives.
Inputs to a personalized investment solution
Quantitative Investment Solutions
MSCI Quantitative Investment Solutions (QIS) offer hosted, scalable, and easy-to-integrate optimization solution that Asset Managers can use to help construct tax optimized and personalized portfolios in line with each of their clients’ financial objectives.Explore more
The Impact of Tax Management on Client-Designed Portfolios
We analyze a framework for wealth managers considering the impact of managing their clients’ investment preferences alongside different tax-management approaches.Read more
Breaking Down the Direct Indexing Investment Process
Direct 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.Learn more