Barra Portfolio Manager and Optimization Series: Part 3: Advanced Equity Portfolio Optimization Techniques and Use Cases in Barra Portfolio Manager

Join us for the final webinar in our series focusing on the new portfolio analytics functionality in Barra Portfolio Manager - Point in Time Optimization. The webinar is designed for new and current Barra Aegis Optimizer users, both intermediate and advanced, who plan to use the Optimizer in Barra Portfolio Manager.

Agenda Topics Include:

• Portfolio Optimization with Custom Objective Function
• Alpha Refinement for Portfolio Construction
• Case Study: Comparison of Turnover in Portfolio Optimization when Using the Barra Global Equity Models (GEM2 and GEM3)
• Case Study: Incorporating Economic Exposure User Data in Portfolio Optimization
• Case Study: Optimization of an ESG Portfolio with User Data and Matrix Constraints Using the Formula Builder in Optimization