Implementing a Total Portfolio Approach Key Use Cases and Portfolio Applications

As asset owners adopt the Total Portfolio Approach (TPA), the focus is shifting from strategy to implementation. Translating TPA concepts into day-to-day investment decisions requires new ways of evaluating opportunities, managing risk and integrating public and private assets. 

Join us on May 20 to learn how the Total Portfolio Approach can be applied in practice across key portfolio decisions. 

In this session, MSCI experts will discuss: 

• How asset owners evaluate new investments across asset classes within a total portfolio framework  
• Approaches to incorporating private assets into total portfolio decisions  
• How factor-based insights can support portfolio risk management and governance  
• How integrated analytics, data and index capabilities, along with sustainability considerations, can support portfolio implementation and decision-making 

This webinar builds on the first session in the series, which explores how asset owners are rethinking portfolio design, governance and risk management. Access the first session here.