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.

Webinar highlights

  • 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. 

 

Presenters

Steve Milanowycz
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.

 

Dan Sinnreich
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.

 

Susan Madigan
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.

Register to Receive a Replay

Charles River reserves the right to deny registrations.

 

CLICK HERE TO WATCH PREVIOUS WEBINARS ON-DEMAND

Charles River would like to confirm your consent to share your name, title, company, location and email address with Charles River affiliates who may use your information to contact you or market their products and services to you. You have the right to withdraw your consent at any time, without such withdrawal affecting the lawfulness of the previous communication. Please note that some Charles River affiliates are located in jurisdictions outside the European Economic Area (EEA) that may not provide an adequate level of personal data protection, but Charles River has put in place appropriate safeguards to ensure the transfer is carried out in compliance with applicable law. Through your consent, you also consent to this transfer of the listed data outside of the EEA.

To learn more about the above processing and about your rights with respect to such processing, including your right of access, correction and objection to the processing of your personal data for direct marketing purposes as well as your right to withdraw your consent at any time, please refer to our General Privacy Statement at https://www.crd.com/Privacy-Statement/

Charles River reserves the right to decline registrations. The material and images presented is for informational purposes only; no live data being used. All Charles River Development stats are current as of 2020. Webinars posted are information classification: general. The development, release and timing of any product, features or functionality described remain at the sole discretion of Charles River and are subject to the firm’s internal governance and due diligence approval process. The views expressed in this material by Charles River's partners and 3rd party providers are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

© 2021 CHARLES RIVER DEVELOPMENT, A STATE STREET COMPANY
700 DISTRICT AVENUE, BURLINGTON, MA 01803 USA

3508688.1.1.GBL Information Classification General