Market Dynamics, Geopolitical Shifts, and Social Priorities
In a world defined by complexity, portfolios can’t be built in silos. Market dynamics, geopolitical shifts, and social priorities are more intertwined than ever—requiring investors to think in terms of systemic issues, not snapshots.
This year, CAIA will explore how a more connected, multidimensional approach to portfolio design can better support the uncertainty ahead. To learn more about TPA and CAIA’s contribution to the conversation, visit our TPA Hub.
Reports
JUNE 2026
An Expanding Mandate – A Systems-Level Framework for Asset Management
A new joint report from Thinking Ahead Institute and CAIA Association examines why investment organizations are entering a period of structural…
OCTOBER 2025
From Vision to Execution: How Investors Are Operationalizing the Total Portfolio Approach
Capital allocators are no longer asking what the Total Portfolio Approach (TPA) is, but how to implement…
MARCH 2024
Innovation Unleashed: The Rise of 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…
Blogs
MARCH 2026
Listening for the Signals of a Rewired World
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association
FEBRUARY 2026
The TPA Roadmap for GPs: From Parts Provider to Chief Problem Solver
By John L. Bowman, CFA, Chief Executive Officer, CAIA Association
JANUARY 2026
The Participant’s Trilemma: Learning from Other DC Plans Around the World
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association