Research
Total Portfolio Approach (TPA) content hub
A collection of publications and content around the total portfolio approach (TPA)
Total portfolio approaches have been evolved by some leading organisations around the world as a more ‘joined up’ investment philosophy that results in a more streamlined approach to portfolio construction.
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This paper includes discussions on the findings of a global study into current and future asset allocation practices of leading asset owners, and describes the research investigations being carried out in the Thinking Ahead Institute to take this concept further. |
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Forum post – It’s a drag: why TPA is superior to SAA
A total portfolio approach (TPA) to portfolio construction has been described as a “more joined up” process. Importantly it starts with clearly specified investment goals, there is competition for capital among all investment opportunities, rather than filling asset class buckets, and it is dynamic. |
EventsTotal portfolio approach symposium |10-11 March 2020 |
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