[Webinar series]

Refinitiv & MSCI

Strategies for stress-testing and optimizing portfolios in the volatile environment
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Refinitiv & MSCI experts have prepared a series of webinars where they dive deep into strategies for stress-testing and optimizing portfolios in this volatile environment.

Watch the videos and learn how to create a custom scenario and properly assess risk with Eikon & MSCI Portfolio Risk Analytics.

You will learn how to protect and control your portfolio during the ongoing uncertainty and prepare to navigate the post-crisis environment.

Webinars:

[#1] Stress-testing portfolios for economic weakness. Optimizing portfolios for economic recovery.

[#2] How to stress-test your portfolio and properly manage risk: expert deep dive

[#3] How to optimize your portfolio for economic recovery: expert deep dive
After watching the series you will learn:

  • How to stress-test, control and protect your portfolio amidst market volatility
  • How to prepare your portfolio for market shocks and economic downturns
  • How to create scenarios for predictive stress-testing, leverage the historical scenarios and create your own scenarios in the Eikon & MSCI Risk Analytics Platform
  • How to build a customized scenario analysis that is relevant to your portfolio & investment process (step by step guide)
  • How to better analyze and understand what is driving the risk in your portfolio
  • How to minimize total risk while maximizing the portfolio ESG score
  • What the mean variance is and what problems it can solve
  • Tips for mastering portfolio optimization and construction in the current unstable conditions and in the days of economic recovery
Meet our speakers
Stephanie Greiner

Portfolio Management & Analytics, Solution Consultant Manager,
Refinitiv

Stephanie Greiner manages the Solution Consulting team in the Americas that is specifically focused on Portfolio Analytics & Lipper. Prior roles at Thomson have included L&D, building and managing a post sales Specialist Services model, Account and Product Management, Sales and Business Operations, Commercial Management and various global helpdesk/support roles. 

She began her journey at Refinitiv in 1995 via Vestek, focusing on portfolio risk and attribution analytics, backtesting and what was then state of the art investment technology. Before Vestek, Stephanie was in the Trust and Investment Division of the Bank of New York. 
Dan Sinnreich

Managing Director,
MSCI Inc.


Dan Sinnreich is leading the global commercial strategy for MSCI Analytics products and services.

Previous to his current role, Dan managed the factor analytics product line, including equity, fixed income, and multi-asset class factor models; and the BarraOne, Barra Portfolio Manager, and Aegis applications.
Prior to his current position at MSCI, Mr. Sinnreich was a product manager for an electronic mortgage software startup in Silicon Valley, and designed enterprise-wide management reporting applications at Oracle Corporation. He started his career with KPMG’s management consulting practice.
Puneet Kumar

Executive Director in Analytics Client Coverage CFA, FRM,
MSCI Inc.

Puneet Kumar works with Asset Owners in US and Canada to disseminate best practices in risk management, performance attribution, stress testing and portfolio construction use cases. He is a subject matter expert in MSCI Barra products and MSCI RiskManager.
Prior to joining MSCI in 2011, Puneet worked in Bank of New York Mellon as Team Leader, EMEA Analytics. Before that, he worked in Deutsche Bank as Senior Analyst, Global Analytics.

Puneet earned a Dual Degree (M.Tech & B.Tech) from Indian Institute of Technology, Kharagpur in 2007. He is a CFA charter-holder and a certified FRM. 
Katia del Muro

Analytics Client Consultant,
MSCI Inc.


Katia del Muro is an Analytics Consultant based in New York, providing coverage to MSCI Barra Analytics clients in the Asset Managers segment. Katia joined MSCI in 2014 as part of its Client Service team based in Monterrey, Mexico. Prior to MSCI, Katia worked as Consultant for Santander Mexico, in the Actuarial Practice in KPMG and as Regulatory Reporting Manager in Afore Invecap, a Mexican IRA administrator.

Katia has a Bachelor’s Degree in Actuarial Science from Instituto Tecnologico Autonomo de Mexico and a MSc in Operational Research from Manchester Business School.

Refinitiv & MSCI Webinar Series

Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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