Total Portfolio Approach
Total Portfolio Approach (TPA) allows for opportunism – investing with a mindset of what is the best investment right now for the overall portfolio, while maintaining allegiance to the portfolio risk budget.
Exploring strategically the four key dimensions of TPA
with industry leaders.
An Empowering Governance Structure
Ben Samild
Future Fund
Investing Through a Factor Lens
Derek Walker & Geoffrey Rubin
CPP Investments
A Competition for Capital Mindset
Charles Hyde
Nz Superannuation Fund
A Single Portfolio Culture
Swee Chiang Chiam
GIC
Plus, Jayne Bok of WTW asks the question, “Is TPA right for you?” and provides insights from the eyes of a practitioner and advisor.
For over two decades, CAIA Association’s ethos has been to press the industry forward. We are proud to present this seminal report and are confident it will serve as an accelerant to the larger profession.
“We believe Total Portfolio Approach deserves the mobilising oxygen that CAIA’s global convening power can provide to a transformative topic.”
John L. Bowman, CFA | CEO, CAIA Association