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
KRISTIAN FOK
Chief Investment Officer
Cbus
SUE BRAKE
Deputy Chief Investment Officer
Future Fund
DAVID CHUA
Head of Investment Strategy
Prudential Assurance
TIM UNGER
Senior Investment Consultant
Willis Towers Watson
MARC SCHRÖTER
Senior Vice President/
Global Product Management
SimCorp