4. Building smarter portfolios: a look inside the Total Portfolio Approach
Description
In this episode of Investing for Tomorrow, we explore the Total Portfolio Approach (TPA) — a model that prioritises long-term goals, cross-team collaboration, and dynamic decision-making over rigid asset class buckets.
Joined by Sue Brake, former CIO of the Future Fund and Board member at NZ Super Fund and Stephen Gilmore, Chief Investment Officer at CalPERS, we unpack the practical and cultural changes required to implement TPA, from breaking down silos to fostering joined-up thinking. As well as the benefits and the real challenges in making the transition.
Whether you're just starting to explore TPA or looking to deepen your understanding, this episode offers timely insight into one of the most promising evolutions in institutional investing.
Resources mentioned:
- Research paper: It's about time
- Research hub: Total Portfolio Approach (TPA) hub
United States
