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A waterfall chart showing the MSCI Similarity Score calculation from 100% perfect financial portfolio alignment being reduced by different risk exposures. A waterfall chart showing the MSCI Similarity Score calculation from 100% perfect financial portfolio alignment being reduced by different risk exposures.

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A New Framework for Personalized Financial Portfolio Alignment

The MSCI Similarity Score compares a client's financial portfolio to a model portfolio based on risk exposures, allowing for personalization.

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