From a Napkin Sketch to an Industry Blueprint
CAIA’s Total Portfolio Approach (TPA) Hub is your central resource for the evolving conversation around TPA—updated regularly with new ideas, challenges, and applications.
How the TPA Conversation Began
Back in late 2022, a napkin sketch at a Singapore Starbucks raised a critical question:
What does TPA reveal about portfolio construction?
That moment laid the foundation for a clearer, jargon-free understanding of TPA—demystified and distilled into four core dimensions.
The idea then turned into a report. Followed by dozens of conversations at conferences, in webinars, podcasts, and across CAIA Chapter events. And then a second report.
Along the way, CAIA Association became a leading voice in making the Total Portfolio Approach not just a theory, but an ongoing movement and conversation.
This hub is where all that lives, bringing together the full scope of CAIA Association’s work on TPA: from foundational reports and expert articles to videos, webinars, and real-world applications shared on stage, in panels and at CAIA chapter events.
Whether you're just beginning to explore TPA or seeking to deepen your perspective, this page offers a curated entry point guided by the insights, questions, and contributions of the investment community itself.
Explore the Full Spectrum of TPA
