Project Description

- Provided multi asset allocation advice to clients on their India and Global investment needs.  - Managed an international direct equity model portfolio benchmarked against the MSCI All Country World Index and the S&P 500. The model portfolio is a client-allocated satellite portfolio. - Analyze macroeconomic variables and their interactions with client portfolios  - Strategic, tactical, and dynamic asset allocation decisions, as well as manager selection. - Ideas for process improvements to existing models to make them more robust and automated, resulting in smart, dynamic, and scalable client advisory

Skills Required