SHAPERS is our event series spotlighting forward‑thinking organisations — those leading by example, experimenting with new approaches and pushing our industry forward.
Across the year, we’ll bring you case studies from organisations doing things differently, sharing what they’ve learned and the practical insights you can take back to your own teams.
Why join?
This was an informal fireside chat exploring OPTrust’s journey with Total Portfolio Approach (TPA), from its origins and the thinking that shaped it through to how it has evolved in practice over time.
Hosted by Marisa Hall, this conversation went beyond implementation to uncover the lessons, challenges and reflections that have emerged along the way. Together, we explored themes such as private markets, portfolio integration, governance, technology and resilience, while discussing what it takes to align people, culture and investment decision-making around a long-term vision.
With audience questions woven throughout, this was a unique opportunity to hear candid insights from one of the industry’s leading practitioners and reflect on what the future of investing might look like.
Here’s a taster of what we covered during the conversation:
This deck sets out why TPA is emerging as the new operating system for investing – moving asset owners from siloed, benchmark‑driven thinking to whole‑fund, goal‑aligned, and more resilient decision‑making in a world of rising complexity and systemic risk.
A report written by the Thinking Ahead Institute and CFA Institute, which includes survey insights into TPA transitions and the practical side of transitioning to TPA.
Head of the Thinking Ahead Institute
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