Most institutional investors organize decisions around asset classes. Although this is a well-established structure, it can make it difficult to understand how any individual decision affects the portfolio as a whole.
This latest webinar series from Ortec Finance sheds light on the Total Portfolio Lens solution. In this series, we’ll look at how institutional investors can apply the Total Portfolio Lens to connect investment strategy, market views, portfolio construction, and monitoring without necessarily having to redesign their entire investment model.
Across five sessions, we combine core concepts with practical application, drawing on case studies to move from the foundations of Total Portfolio investing through to implementation.
Participants will learn:
- What a Total Portfolio Lens is and how it can support the transition towards TPA
- How market views can be incorporated into portfolio decisions
- How performance and accountability can evolve under a TPA framework
- How monitoring supports ongoing total-fund decision-making
- How these concepts can be applied in practice
This series is aimed at pension funds, asset managers, and other institutional investors seeking a clearer understanding of the Total Portfolio Approach and its practical implications for their organizations.
Series Overview
Introduction to Total Portfolio Lens
Sept 30, 2026 | 10AM CEST or 11AM EDT
This session introduces the Total Portfolio Lens as a practical framework investors can use immediately without overhauling their existing governance and investment processes.
Speakers:
Elwin Molenbroek
Director, ALM Services
Liz Thompson Ribeiro de Godoy
Consultant, Pension Strategy & Risk
Strategic Asset Views
Oct 14, 2026 | 10AM CEST or 11AM EDT
This session explores how Strategic Asset Views can be evaluated from a Total Portfolio perspective and how investors can assess their impact on risk and return at the total fund level.
Speaker:
Amrit Summan
Senior Director and Investment Strategy Solutions Lead, Scenario & Asset Valuation
Investment Performance Through a Total Portfolio Lens
Oct 21, 2026 | 8AM CEST or 11AM EDT
In this session, we explore how investors can assess whether decisions contributed to overall fund objectives, understand where value and risk originated, and maintain meaningful accountability through a Total Portfolio Lens.
Speaker:
Bradley Vincent Barnes
Head of UK and Canada Client Servicing, Investment Performance
Monitoring and the TPL Approach
Oct 28, 2026 | 10AM CET or 11AM EST
This session shows how investors can monitor portfolios through a Total Portfolio Lens using factor exposures, scenarios and portfolio-wide risk measures. We discuss how monitoring can evolve from primarily reporting outcomes towards supporting ongoing investment decisions.
Speakers:
Abdel Brahim
Director, Pension Strategy & Risk, EMEA
Federico Andelsman Alvarez
Consultant, Pension Strategy & RiskOne single registration for sessions 1-4
Register once for sessions 1, 2, 3 and 4 and attend every session without having to sign up again.
Here's how it works:
- Choose your region below
- Register for all sessions at once & receive a confirmation email
- You'll receive an email with the session link 1 hour before each session
Choose your region to register for the sessions in your time zone
EMEA/ APAC North America
Speaker: Michael Krimm
Investment Director, CalPERSHow CalPERS Put TPA Into Practice*
Nov 4, 2026 | 12PM EST
The final webinar focuses on the practical application of the Total Portfolio concepts. Using our experience with CalPERS as a case study, we will discuss how Total Portfolio thinking was incorporated into the investment process, what challenges were encountered and what lessons can be drawn for other institutional investors.
Register for the CalPers client case webinar*There's only one session available of the CalPers client case, separate registration is needed to attend