The Portfolio Pie, Reimagined
In this episode
Globally, investors are rethinking the “pie chart” of traditional asset allocation. Many are adopting the total portfolio approach (TPA) — a holistic way of assessing how every investment contributes to the risk and return of the entire portfolio. This episode explores how that shift is unfolding in Asia-Pacific.
We discuss:
- Why some institutions are embracing TPA while others remain cautious
- The cultural challenges of breaking down investment silos
- How climate goals and AI are reshaping portfolio decisions
Ian Patrick, CIO, Australia Retirement Trust
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Perspectives Podcast
From equities and fixed income, sustainability and climate change to private assets, such as commercial real estate, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
APAC Investors Embrace the Total-Portfolio Approach
Investors gathered at the MSCI APAC Institutional Investor Forum in Tokyo, where a theme emerged: the importance of adopting a total-portfolio approach to build resilient, opportunity-led portfolios.
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.
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