Asset Allocation
Total Portfolio Approach Is a Spectrum, Not One-Size-Fits-All
Different investors can take different approaches to adopting a holistic portfolio view, according to a CFA Institute white paper.
Tag: Total Portfolio Approach
Opinion
Risk Is a Cake: CIOs Need to Know Which Layer Matters Most
To the consternation and delight of risk teams everywhere, there is no one-size-fits-all measure, writes a senior strategist from Capital Group.
Pensions
CalPERS Highlights Performance of Private Equity Program
The California Public Employees’ Retirement System has come under scrutiny from the Retired Public Employees’ Association of California over its alternative investment program.
Newsmakers
CalPERS Elevates Anton Orlich, Names Derek Walker to Lead Total Portfolio Approach
Orlich will oversee the pension fund’s alternative investments, while Walker will spearhead it’s adoption of TPA.
Market Moves
Service Providers Rolling Out Tools Needed for Total Portfolio Approach
Private markets data are emerging as a blind spot for allocators seeking a holistic view of an entire portfolio, so products are being tailored to help.
Opinion
Artificial Intelligence: 2 Sides of the Same Allocation Coin
The increased agility available in public markets might provide more value than the higher-return expectations in private markets.
Asset Allocation
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
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
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
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
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.