Tag: Total Portfolio Approach

Asset Allocation January 20, 2026

Implementing Total Portfolio Approach at an Operational Level

Funds cannot overlook the technological and operational necessities required to move away from a siloed investing approach, according to industry experts. 

Pensions November 17, 2025

CalPERS Board Votes to Approve Total Portfolio Approach

The California pension approved the proposed change to implement TPA—the first institutional allocator in the U.S. to do so—by July 2026.

Winning Investment Strategies October 16, 2025

Mega Investors Consider Ditching Silo Investing for Total Portfolio Approach

CalPERS will vote next month on a proposal to adopt the trending investment strategy.

Pensions February 11, 2025

MassPRIM Reports 9.1% Return in 2024, Assets Reach $109.7B

PRIM’s returns in 2024 were driven by a boom in equities.

Asset Allocation March 22, 2024

Total Portfolio Approach: A New Way to Construct Asset Allocations

CAIA and several asset owners are adopting a new model for choosing and managing assets.