Beyond Asset-Class Silos: The Total-Portfolio Approach
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Institutional investors are moving beyond the asset-class silos of traditional strategic asset allocation (SAA). The growth of private markets, a more volatile macroeconomic environment and a broader risk landscape have exposed the limits of a framework built for a simpler investment world. This first paper in a three-part series on the total-portfolio approach (TPA) examines why institutions are adopting TPA and what the organizational transition involves — the governance redesign, the people and culture challenges and the role a reference portfolio can play in making the shift workable.
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How Asset Owners Are Redefining the Total Portfolio Approach
Attendees at the MSCI Institutional Investor Forums in the U.S. and Canada agreed that the investment megatrends they see underscore the need to centralize risk in investment decision-making, making a total portfolio approach increasingly attractive.
Earning a Place in the Portfolio: Using Implied Returns in TPA Decisions
Learn how implied returns enable asset owners to align teams, compare opportunities and make confident, data-driven capital-allocation decisions.
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