Total Portfolio Approach

Report

Total Portfolio Approach: The portfolio of the future?

The Total Portfolio Approach (TPA) has been adopted by leading asset managers around the world as a viable option to address today’s market unpredictability. Learn more in this new report.

The promises of TPA – more nimble and flexible decision making, better risk management, more resilient portfolios– are increasingly attractive to asset owners amid these uncertain market conditions. 

This new report, produced with Asian Investor, explores the fundamentals of TPA, how it differs from the traditional Strategic Asset Allocation model and gives real-life lessons from asset owners who have embarked on this journey.

Get this report for insights on:

  • The effects of TPA on decision making and agility
  • The impact of TPA on capital allocation, internal culture and governance 
  • Is TPA worth the time, cost and effort? 
  • The biggest challenges of implementing TPA
  • What you need to effectively execute TPA

Contents

PART I
  • Building the case for TPA adoption
  • Getting aligned with TPA

PART II
  • TPA in practice - A panel discussion

PART III
  • Providing the right support for TPA
  • Delivering on the promise - panellists’ experience with Covid19

CONCLUSION

Contributors

Elie Constantine

KRISTIAN FOK
Chief Investment Officer
Cbus

David Candriam

SUE BRAKE
Deputy Chief Investment Officer
Future Fund

Ruby Paramanathan

DAVID CHUA
Head of Investment Strategy
Prudential Assurance

Catherine Flockart

TIM UNGER
Senior Investment Consultant
Willis Towers Watson

Catherine Flockart

MARC SCHRÖTER
Senior Vice President/
Global Product Management
SimCorp

Please fill out the form below
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