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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
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Research authors
- Yuliya Plyakha Ferenc, Vice President, MSCI Research
- Ashish Lodh, Executive Director, MSCI Research
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