May 5, 2021
Building a Solid Foundation for Multi-Asset Investing with MSCI and Charles River
Join Charles River's Explore & Learn webinar series. Discover new ways to leverage the Charles River Investment Management Solution as our product experts discuss and demonstrate the latest product capabilities.
Institutional investors are increasingly transitioning from traditional asset class-based allocations to a factor driven process. MSCI's Dan Sinnreich joins Charles River product experts Steve Milanowycz and Susan Madigan to discuss how MSCI’s Multi-Asset Class (MAC) factor models in Charles River IMS help portfolio managers and asset allocators more clearly identify the drivers of risk and return in their multi-strategy, outcome-oriented and balanced funds.
- Understanding portfolio exposures at detailed, core and global levels of granularity
- Identifying systematic strategies in equities, fixed income, derivatives, commodities, and currencies, while constructing and interacting with multi-asset portfolios
- MAC deep dive: stress testing, risk decomposition and asset allocation workflows powered by MSCI analytics
The webinar is a 35 minute presentation and discussion followed by Q&A.
Senior Director, Product Management - Front Office
Steve has been with Charles River for over 15 years, and currently oversees product management for Charles River’s portfolio management and trading capabilities. Previously, Steve led the effort to develop the latest generation of Charles River’s Manager Workbench portfolio management module. Prior to his product management roles, Steve served as a senior sales engineer at Charles River, leading pre-sales efforts for the Americas. He has also held product and sales related positions at DST International and UBS. Steve holds a BS in Finance from Lehigh University.
Managing Director, MSCI
Dan Sinnreich is Managing Director at MSCI, head of multi-asset class (MAC) portfolio management. In his role Dan is responsible for developing solutions to construct and market multi-asset products in the institutional asset management and wealth segments. Prior to his current role, Dan headed commercial product management for Analytics. His team was responsible for go to market activities, including helping clients integrate MAC and fixed income risk and performance analytics in their investment process alongside considerations such as ESG and climate risk. Dan joined MSCI in 2003 and holds a BS in Management Information Systems from Auburn University.
Sales Engineer, Portfolio & Risk Analytics Lead
Susan is responsible for educating existing and prospective clients on the features and benefits of the Charles River Investment Management Solution. Prior to joining Charles River, Susan held Portfolio and Risk analytics positions at Bloomberg and Standard & Poor’s. Susan has 18 years of experience in the financial services/technology industry. Susan holds a bachelor’s degree in Business Administration from the University of Delaware and an MBA from Long Island University. Susan is a CFA charter holder.