Connect Risk, Capital, and Decisions Across the Entire Portfolio.
What if every investment decision could be evaluated based on its contribution to the entire portfolio? That’s the opportunity driving increased adoption of the Total Portfolio Approach (TPA).
Forward-looking institutions are using TPA to better align governance, risk, and capital allocation, especially as markets grow more dynamic and interconnected.
The fully online TPA Microcredential centers on a critical shift in thinking:
What is the best use of capital for the total portfolio?
In this microcredential, you’ll learn how to:
- Evaluate investments using a portfolio-wide lens, not siloed benchmarks
- Apply a factor-based view of risk to uncover hidden exposures
- Structure governance so decisions align with long-term outcomes
- Build a culture where capital allocation is continuously optimized
Delivered in 3 focused modules, the program combines strategy, practitioner insights, and real-world application.
Rethink the Entire Portfolio.
The biggest shift in portfolio management isn’t a new asset class. It’s abandoning asset classes as the starting point. This microcredential equips you with a validated understanding of how to align investment decisions with total portfolio objectives.
Individual course enrollment is available online for $395 USD. Enroll now or contact us for corporate group rates. Questions? Get in touch with us today.
The Total Portfolio
Approach Microcredential.
What You’ll Learn.
Origins & Rationale of the Total Portfolio Approach |
The Core Dimensions of TPA & Their Implications |
Putting TPA into Practice |
Supported by the wealth and asset management industry.
HarbourVest is an independent, global private markets firm with over 43 years of experience and $150 billion of assets under management as of December 31, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 225 investment professionals across Asia, Europe, and the Americas. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.
PICTON Investments is a Canadian investment firm with over $17.8 billion in assets under management (CAD as of February 28, 2026), recognized for pioneering alternative investment strategies that challenge traditional thinking. Since 2004, we have been helping advisors and investors rethink portfolio construction – moving away from traditional models toward more resilient, diversified solutions. Leveraging deep expertise in quantitative research, fundamental analysis, and authentic hedging strategies, we champion a modern approach designed to deliver more consistent, risk-adjusted returns. Our philosophy is to “Build from the Bear Up,” embracing a bear mindset of resiliency, adaptability, and strength to provide Canadians with greater certainty.
Recognize and Share Your Expertise.
After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 5 continuing education hours for CFP® Board (US only) and Investments and Wealth Institute members.